SPSM icon

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 %
CA
351
CoreCap Advisors
Michigan
$1.34M 32,866 +1,925 +6%
BFC
352
Bedel Financial Consulting
Indiana
$1.34M 33,788 +4,288 +15%
Comerica Bank
353
Comerica Bank
Texas
$1.34M 32,843 +3,541 +12%
BMWM
354
Brown Miller Wealth Management
Virginia
$1.33M 32,743 +32,743 New
TCA
355
Transcend Capital Advisors
New Jersey
$1.33M 32,692 -20,198 -38%
LKWM
356
Lee-Kelleher Wealth Management
Maryland
$1.33M 32,643 – –
NB
357
Northwest Bancshares
Pennsylvania
$1.33M 32,581 -838 -3%
HL
358
HeadInvest LLC
Maine
$1.32M 32,448 +6,565 +25%
NF
359
Nikulski Financial
Iowa
$1.32M 32,424 -399 -1%
AQR Capital Management
360
AQR Capital Management
Connecticut
$1.31M 32,227 +14,865 +86%
KWA
361
Kingswood Wealth Advisors
California
$1.31M 32,183 +962 +3%
CB
362
Commerce Bank
Missouri
$1.28M 31,401 +1,157 +4%
SB
363
Strategic Blueprint
Georgia
$1.26M 31,022 -3,807 -11%
DAM
364
Deltec Asset Management
New York
$1.26M 31,000 – –
TDWM
365
Topel & Distasi Wealth Management
California
$1.25M 30,733 -6,500 -17%
GAM
366
Gotham Asset Management
New York
$1.25M 30,639 +4,549 +17%
WPP
367
Whalerock Point Partners
Rhode Island
$1.24M 30,488 – –
TA
368
TKG Advisors
Indiana
$1.23M 30,169 +920 +3%
CAGAS
369
Capital Advisory Group Advisory Services
Minnesota
$1.22M 29,968 -3,878 -11%
WAOI
370
Wealth Advisors of Iowa
Iowa
$1.22M 29,953 +6,653 +29%
TCM
371
TD Capital Management
Tennessee
$1.22M 29,886 -811 -3%
RFG
372
Range Financial Group
Oregon
$1.22M 29,856 -10 -0%
FA
373
FF Advisors
California
$1.21M 30,467 -4,584 -13%
SA
374
Scarborough Advisors
Maryland
$1.21M 29,637 -4,597 -13%
MWC
375
MBM Wealth Consultants
Missouri
$1.2M 29,410 +1,374 +5%
13 14
15
16 17