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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
SB
326
Sunflower Bank
Texas
$2M -$260K -5,567 -12%
WAOI
327
Wealth Advisors of Iowa
Iowa
$1.99M -$23.6K -506 -1%
SIC
328
Shoker Investment Counsel
Ohio
$1.98M -$1.21K -26 -0.1%
PWM
329
Perigon Wealth Management
California
$1.97M -$2.8K -60 -0.1%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$1.97M +$1.96M +42,000 New
Jones Financial Companies
331
Jones Financial Companies
Missouri
$1.95M +$488K +10,462 +34%
FWP
332
Forefront Wealth Partners
Texas
$1.95M +$16.1K +345 +0.8%
AFA
333
American Financial Advisors
Georgia
$1.88M +$16.9K +362 +0.9%
WMG
334
WESCAP Management Group
California
$1.84M
BFC
335
Bedel Financial Consulting
Indiana
$1.84M +$164K +3,516 +10%
SAM
336
Smartleaf Asset Management
Massachusetts
$1.81M +$1.07M +22,863 +149%
LCM
337
Lunt Capital Management
Utah
$1.81M -$24.8K -532 -1%
LGA
338
Lebenthal Global Advisors
New York
$1.81M +$56.7K +1,216 +3%
MFG
339
Marmo Financial Group
Tennessee
$1.8M -$20.2K -434 -1%
SAM
340
Sherman Asset Management
California
$1.8M -$58.6K -1,256 -3%
2WWM
341
21 West Wealth Management
California
$1.79M +$37.6K +806 +2%
GAM
342
Gotham Asset Management
New York
$1.77M +$334K +7,167 +23%
BlackRock
343
BlackRock
New York
$1.76M -$17.8K -382 -1%
BAM
344
Belpointe Asset Management
Nevada
$1.73M +$1.14M +24,430 +194%
RP
345
Raelipskie Partnership
Ontario, Canada
$1.72M +$1.71M +36,615 New
VAG
346
VisionPoint Advisory Group
Texas
$1.71M -$196K -4,211 -10%
CA
347
CoreCap Advisors
Michigan
$1.71M +$87.4K +1,875 +5%
SPIA
348
Steward Partners Investment Advisory
New York
$1.69M -$234K -5,016 -12%
LWPC
349
Legacy Wealth Partners (Colorado)
Colorado
$1.68M +$1.68M +35,921 New
FCH
350
Freestone Capital Holdings
Washington
$1.68M +$12.7K +272 +0.8%