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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

868 hedge funds and large institutions have $8.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 367 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
11.64%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
85
Increased
367
Reduced
304
Closed
74
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$249K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWS
326
MFA Wealth Services
California
$1.6M -$291K -6,823 -15%
BMWM
327
Brown Miller Wealth Management
Virginia
$1.58M +$186K +4,370 +13%
IA
328
IFG Advisory
Georgia
$1.58M -$275K -6,456 -15%
CA
329
CoreCap Advisors
Michigan
$1.57M +$175K +4,103 +12%
NS
330
NBC Securities
Alabama
$1.57M +$1.34M +31,503 +585%
LGA
331
Lebenthal Global Advisors
New York
$1.56M +$12.7K +298 +0.8%
GSIS
332
Global Strategic Investment Solutions
Arizona
$1.55M -$177K -4,152 -10%
2WWM
333
21 West Wealth Management
California
$1.54M +$1.54M +36,132 New
KWA
334
Kingswood Wealth Advisors
California
$1.53M +$158K +3,708 +12%
Northern Trust
335
Northern Trust
Illinois
$1.53M +$1.17M +27,522 +330%
William Blair & Company
336
William Blair & Company
Illinois
$1.52M -$579K -13,600 -28%
EWA
337
EP Wealth Advisors
California
$1.51M -$118K -2,768 -7%
BFC
338
Bedel Financial Consulting
Indiana
$1.5M +$58.1K +1,364 +4%
LPT
339
Legacy Private Trust
Wisconsin
$1.48M -$1.16M -27,134 -44%
HSWS
340
Higgins & Schmidt Wealth Strategies
Colorado
$1.47M -$145K -3,405 -9%
SPIA
341
Steward Partners Investment Advisory
New York
$1.46M -$136K -3,203 -9%
WAOI
342
Wealth Advisors of Iowa
Iowa
$1.42M +$140K +3,292 +11%
DW30
343
Drucker Wealth 3.0
New Jersey
$1.42M +$531K +12,060 +60%
LKWM
344
Lee-Kelleher Wealth Management
Maryland
$1.39M – – –
SFM
345
Signet Financial Management
New Jersey
$1.37M +$444K +10,419 +48%
NF
346
Nikulski Financial
Iowa
$1.34M -$41.4K -972 -3%
MWC
347
MBM Wealth Consultants
Missouri
$1.33M +$79.3K +1,861 +6%
Jones Financial Companies
348
Jones Financial Companies
Missouri
$1.33M +$579K +13,565 +77%
FAIM
349
Financial Advocates Investment Management
Washington
$1.33M -$1.16M -27,339 -47%
DAM
350
Deltec Asset Management
New York
$1.32M – – –
12 13
14
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