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State Street SPDR Portfolio S&P 600 Small Cap ETF

977 hedge funds and large institutions have $9.87B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 377 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 39

11% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 341

9% more funds holding

Funds holding: 896977 (+81)

9% more capital invested

Capital invested by funds: $9.07B → $9.87B (+$800M)

4.49% more ownership

Funds ownership: 70.87%75.36% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

Holders
977
Holders Change
+81
Holders Change %
+9.04%
% of All Funds
11.89%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
137
Increased
377
Reduced
341
Closed
39
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TIP
301
Tandem Investment Partners
New Jersey
$2.23M +$42.9K +920 +2%
SFM
302
Signet Financial Management
New Jersey
$2.23M +$455K +9,763 +26%
KWM
303
Kingsview Wealth Management
Oregon
$2.22M +$56.8K +1,217 +3%
SL
304
Sentinus LLC
Illinois
$2.2M +$131K +2,818 +6%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$2.18M +$265K +5,682 +14%
AWM
306
Apollon Wealth Management
South Carolina
$2.17M +$154K +3,295 +8%
MWAM
307
Manhattan West Asset Management
California
$2.16M -$148K -3,179 -6%
KF
308
Krilogy Financial
Missouri
$2.16M -$31.3K -671 -2%
IA
309
IFG Advisors
Missouri
$2.15M -$7.09K -152 -0.3%
GCM
310
Gambit Capital Management
Tennessee
$2.15M +$2.14M +45,810 New
FFO
311
Fortitude Family Office
Arizona
$2.13M -$89.6K -1,921 -4%
TBF
312
True Blue Financial
Michigan
$2.12M +$2.11M +45,276 New
TFP
313
TrueWealth Financial Partners
Washington
$2.12M +$2.11M +45,276 New
WIA
314
World Investment Advisors
California
$2.11M +$819K +17,562 +64%
ACA
315
Alpha Capital Advisors
Maine
$2.1M +$1.99M +42,697 New
ACA
316
Affinity Capital Advisors
California
$2.09M -$269K -5,764 -11%
CIA
317
Concurrent Investment Advisors
Florida
$2.09M +$1.55M +33,159 +289%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$2.05M -$47.4K -1,016 -2%
SW
319
Simplicity Wealth
New Jersey
$2.05M +$283K +6,060 +16%
CAM
320
Cresset Asset Management
Illinois
$2.04M +$83.6K +1,792 +4%
CRIG
321
Charter Research & Investment Group
Connecticut
$2.03M +$50.9K +1,092 +3%
TCM
322
Towercrest Capital Management
Pennsylvania
$2.03M -$350K -7,503 -15%
DWM
323
Defined Wealth Management
Oregon
$2.02M -$14.6K -314 -0.7%
NC
324
NovaPoint Capital
Georgia
$2.02M +$74K +1,586 +4%
GF
325
Goodman Financial
Texas
$2.01M -$18.1K -388 -0.9%