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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 %
WMG
326
WESCAP Management Group
California
$1.65M 40,555 -2,774 -6%
CRIG
327
Charter Research & Investment Group
Connecticut
$1.64M 40,340 +33,360 +478%
AF
328
Advisornet Financial
Minnesota
$1.64M 40,191 -467 -1%
GWSG
329
GPS Wealth Strategies Group
Colorado
$1.61M 39,609 -5,682 -13%
NGA
330
Naples Global Advisors
Florida
$1.61M 39,593 +1,390 +4%
MSA
331
Marathon Strategic Advisors
Pennsylvania
$1.6M 39,277 +1,643 +4%
CGA
332
Crescent Grove Advisors
Illinois
$1.6M 39,178 +3 +0%
IF
333
Integrity Financial
Wyoming
$1.58M 38,884 +137 +0.4%
EWA
334
EP Wealth Advisors
California
$1.55M 38,145 -142 -0.4%
HSWS
335
Higgins & Schmidt Wealth Strategies
Colorado
$1.54M 37,812 -621 -2%
SPIA
336
Steward Partners Investment Advisory
New York
$1.52M 37,405 -48,725 -57%
KBFS
337
Kohmann Bosshard Financial Services
Ohio
$1.52M 37,378 -2,377 -6%
BCI
338
Brinker Capital Investments
Pennsylvania
$1.52M 37,260 -1,032 -3%
OPS
339
Orion Portfolio Solutions
Nebraska
$1.52M 37,260 -1,032 -3%
CCG
340
Coastwise Capital Group
California
$1.51M 37,132 +15,673 +73%
EGM
341
Engineers Gate Manager
New York
$1.51M 37,100 +37,100 New
LGA
342
Lebenthal Global Advisors
New York
$1.48M 36,404 +1,899 +6%
SIC
343
Shoker Investment Counsel
Ohio
$1.48M 36,310 +392 +1%
SAMC
344
Spectrum Asset Management (California)
California
$1.48M 36,302 +1,663 +5%
MCM
345
MAI Capital Management
Ohio
$1.47M 36,125 +42 +0.1%
VWM
346
Venturi Wealth Management
Texas
$1.41M 34,514 -15,146 -30%
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
$1.39M 34,066 -103,856 -75%
LIA
348
LBMC Investment Advisors
Tennessee
$1.38M 33,820 – –
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$1.36M 33,323 -6,753 -17%
AIP
350
ARS Investment Partners
New York
$1.35M 30,068 – –
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