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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 %
LCM
376
Lunt Capital Management
Utah
$1.17M -$773K -18,145 -40%
OGF
377
Orin Green Financial
California
$1.15M -$17.9K -421 -2%
VWM
378
Venturi Wealth Management
Texas
$1.15M -$325K -7,636 -22%
IWS
379
Integrity Wealth Solutions
Colorado
$1.14M -$59.1K -1,388 -5%
TFA
380
Transamerica Financial Advisors
Florida
$1.13M -$1.02M -23,859 -47%
FT
381
Fiduciary Trust
Massachusetts
$1.11M -$5.62K -132 -0.5%
RSA
382
River Street Advisors
Illinois
$1.1M +$71.9K +1,688 +7%
VAF
383
Values Added Financial
District of Columbia
$1.09M +$85.5K +2,008 +8%
PIS
384
POM Investment Strategies
North Carolina
$1.07M +$1.06M +24,946 +10,018%
IAA
385
Independent Advisor Alliance
North Carolina
$1.07M +$176K +4,136 +20%
MW
386
Maia Wealth
Colorado
$1.07M +$823K +19,323 +332%
HS
387
Horan Securities
United States
$1.06M +$1.06M +24,953 New
MWM
388
McMill Wealth Management
Nebraska
$1.06M +$49.3K +1,157 +5%
AIP
389
ARS Investment Partners
New York
$1.06M -$224K -5,249 -17%
SCM
390
SOL Capital Management
Maryland
$1.05M +$51.1K +1,200 +5%
KFI
391
Key Financial Inc
Pennsylvania
$1.05M +$51K +1,198 +5%
VC
392
Vicus Capital
Pennsylvania
$1.04M +$650K +15,265 +165%
MC
393
Moors & Cabot
Massachusetts
$1.04M -$16.6K -390 -2%
GC
394
Guidance Capital
Kentucky
$1.03M -$4.78K -113 -0.5%
EIA
395
Eldridge Investment Advisors
New Hampshire
$1.03M -$155K -3,628 -13%
AWA
396
AGH Wealth Advisors
Kansas
$1.03M +$6.61K +155 +0.6%
MCC
397
Money Concepts Capital
Florida
$1.02M +$123K +2,883 +14%
BEI
398
Benjamin Edwards Inc
Missouri
$1.02M +$138K +3,237 +16%
GHAM
399
Gilman Hill Asset Management
Connecticut
$1.01M – – –
TA
400
TKG Advisors
Indiana
$987K -$298K -6,991 -23%
14 15
16
17 18