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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

878 hedge funds and large institutions have $7.89B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 351 increasing their positions, 345 reducing their positions, and 80 closing their positions.

Holders
878
Holders Change
-37
Holders Change %
-4.04%
% of All Funds
11.93%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.65%
New
63
Increased
351
Reduced
345
Closed
80
Calls
$2.57M
Puts
$193K
Net Calls
+$2.38M
Net Calls Change
-$1.18M

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
301
Lunt Capital Management
Utah
$1.86M 45,548 +2,624 +6%
SP
302
Stablepoint Partners
Massachusetts
$1.85M 45,452 +12,201 +37%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$1.85M 45,400 -123,000 -73%
NAS
304
Nicolet Advisory Services
Wisconsin
$1.85M 50,298 +8,715 +21%
PSFG
305
Prairie Sky Financial Group
Illinois
$1.83M 44,793 -682 -1%
NC
306
NovaPoint Capital
Georgia
$1.82M 44,644 +326 +0.7%
MWS
307
MFA Wealth Services
California
$1.81M 44,329 -20,997 -32%
ACA
308
Aptus Capital Advisors
Alabama
$1.8M 44,207 +8,831 +25%
FMI
309
F/M Investments
District of Columbia
$1.78M 43,671 – –
WWA
310
WCG Wealth Advisors
Nevada
$1.78M 43,670 -19,354 -31%
IA
311
IFG Advisory
Georgia
$1.78M 43,558 +3,838 +10%
DWM
312
Defined Wealth Management
Oregon
$1.77M 43,469 +93 +0.2%
PWM
313
Perigon Wealth Management
California
$1.76M 43,173 -754 -2%
FTWA
314
Fifth Third Wealth Advisors
Ohio
$1.75M 43,055 +25,601 +147%
SAM
315
Securian Asset Management
Minnesota
$1.75M 43,024 -13,700 -24%
AWMG
316
Alliance Wealth Management Group
New Jersey
$1.75M 42,850 -235 -0.5%
WCM
317
Wealthcare Capital Management
Virginia
$1.74M 42,748 -3,137 -7%
TIP
318
Tandem Investment Partners
New Jersey
$1.74M 42,653 -1,500 -3%
Franklin Resources
319
Franklin Resources
California
$1.74M 42,590 – –
W
320
Wealthquest
Ohio
$1.73M 42,355 -24,784 -37%
ITB
321
Idaho Trust Bank
Idaho
$1.71M 41,951 +41,951 New
MWAM
322
Manhattan West Asset Management
California
$1.71M 41,907 +340 +0.8%
APC
323
Aspire Private Capital
North Carolina
$1.68M 41,307 -58,654 -59%
AWA
324
Alta Wealth Advisors
Massachusetts
$1.67M 40,885 -509 -1%
GSIS
325
Global Strategic Investment Solutions
Arizona
$1.66M 40,626 -551 -1%
11 12
13
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