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

Top Sellers

1
TC
TownSquare Capital
Utah
$2.44M
2
RBA
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
XPN
351
XY Planning Network
Montana
$1.32M +$456K +10,699 +53%
GAM
352
Gotham Asset Management
New York
$1.31M – – –
Bank of Montreal
353
Bank of Montreal
Ontario, Canada
$1.3M -$118K -2,762 -8%
NB
354
Northwest Bancshares
Pennsylvania
$1.3M -$88.5K -2,078 -6%
WPP
355
Whalerock Point Partners
Rhode Island
$1.3M – – –
FA
356
FF Advisors
California
$1.3M – – –
SB
357
Strategic Blueprint
Georgia
$1.28M -$39K -916 -3%
HL
358
HeadInvest LLC
Maine
$1.28M -$104K -2,433 -7%
BRWA
359
B. Riley Wealth Advisors
Florida
$1.26M +$1.26M +29,676 New
TCM
360
TD Capital Management
Tennessee
$1.26M -$9.8K -230 -0.8%
T
361
Tidemark
California
$1.26M +$62.9K +1,476 +5%
Comerica Bank
362
Comerica Bank
Texas
$1.25M -$148K -3,476 -11%
SC
363
Syon Capital
California
$1.25M -$933K -21,890 -43%
AF
364
Apexium Financial
Texas
$1.23M +$628K +14,752 +104%
VAG
365
VisionPoint Advisory Group
Texas
$1.22M +$1.22M +28,608 New
EWM
366
Empirical Wealth Management
Washington
$1.22M -$6.05K -142 -0.5%
RFG
367
Range Financial Group
Oregon
$1.21M -$60K -1,408 -5%
KCAM
368
Kagan Cocozza Asset Management
New Jersey
$1.2M -$128 -3 -0%
BlackRock
369
BlackRock
New York
$1.19M -$2.39K -56 -0.2%
WIA
370
World Investment Advisors
California
$1.19M +$82.9K +1,946 +8%
BFC
371
Blue Fin Capital
Rhode Island
$1.18M +$1.18M +27,681 New
FPWM
372
FSB Premier Wealth Management
Iowa
$1.18M +$13.9K +326 +1%
RFS
373
Richardson Financial Services
Massachusetts
$1.17M +$331K +7,644 +39%
CAGAS
374
Capital Advisory Group Advisory Services
Minnesota
$1.17M -$107K -2,503 -8%
ACM
375
Armbruster Capital Management
New York
$1.17M +$186K +4,365 +19%
13 14
15
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