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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
CGA
351
Crescent Grove Advisors
Illinois
$1.67M -$107K -2,289 -6%
MWS
352
MFA Wealth Services
California
$1.67M -$29.9K -642 -2%
CA
353
CSM Advisors
Pennsylvania
$1.63M +$227K +4,876 +16%
ACM
354
Armbruster Capital Management
New York
$1.63M +$83.9K +1,799 +5%
MFS
355
McNamara Financial Services
Massachusetts
$1.63M -$19.4M -415,545 -92%
LPT
356
Legacy Private Trust
Wisconsin
$1.62M +$1.03K +22 +0.1%
HPC
357
HM Payson & Co
Maine
$1.6M -$2.66M -57,035 -63%
SC
358
Syon Capital
California
$1.59M +$15.5K +333 +1%
GSIS
359
Global Strategic Investment Solutions
Arizona
$1.59M -$13K -278 -0.8%
HSWS
360
Higgins & Schmidt Wealth Strategies
Colorado
$1.58M -$2.75K -59 -0.2%
AWMG
361
Alliance Wealth Management Group
New Jersey
$1.58M -$315K -6,755 -17%
BRWA
362
B. Riley Wealth Advisors
Florida
$1.57M +$86.7K +1,859 +6%
BFC
363
Blue Fin Capital
Rhode Island
$1.56M +$111K +2,372 +8%
FZCM
364
Flynn Zito Capital Management
New York
$1.56M -$12.4K -265 -0.8%
NWA
365
Northwest Wealth Advisors
Washington
$1.55M +$1.54M +33,035 New
MWC
366
MBM Wealth Consultants
Missouri
$1.55M +$77.9K +1,670 +5%
CC
367
Courier Capital
New York
$1.54M +$449K +9,622 +41%
CWMK
368
Caliber Wealth Management (Kansas)
Kansas
$1.54M -$164K -3,523 -10%
AWA
369
Arete Wealth Advisors
Illinois
$1.51M -$99.5K -2,134 -6%
MAM
370
Markin Asset Management
New York
$1.51M +$1.5M +32,245 New
IAA
371
Independent Advisor Alliance
North Carolina
$1.51M +$207K +4,448 +16%
William Blair & Company
372
William Blair & Company
Illinois
$1.51M -$189K -4,063 -11%
Northern Trust
373
Northern Trust
Illinois
$1.49M -$122K -2,607 -8%
DW30
374
Drucker Wealth 3.0
New Jersey
$1.47M -$25K -536 -2%
RFS
375
Richardson Financial Services
Massachusetts
$1.45M -$423K -9,069 -23%