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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 %
AWM
376
Axxcess Wealth Management
California
$1.18M 28,959 -32,109 -53%
EWM
377
Empirical Wealth Management
Washington
$1.17M 28,718 – –
CCFCSB
378
Cape Cod Five Cents Savings Bank
Massachusetts
$1.17M 25,614 – –
SOS
379
Silver Oak Securities
Tennessee
$1.16M 28,610 +536 +2%
KCAM
380
Kagan Cocozza Asset Management
New Jersey
$1.15M 28,279 -254 -0.9%
IWS
381
Integrity Wealth Solutions
Colorado
$1.15M 28,177 -1,392 -5%
FHA
382
First Horizon Advisors
Tennessee
$1.15M 28,100 – –
T
383
Tidemark
California
$1.15M 28,099 +3,535 +14%
BlackRock
384
BlackRock
New York
$1.14M 27,932 +1,090 +4%
EIA
385
Eldridge Investment Advisors
New Hampshire
$1.13M 27,830 +2,483 +10%
FPWM
386
FSB Premier Wealth Management
Iowa
$1.11M 27,288 +1,725 +7%
SAA
387
Southeast Asset Advisors
Georgia
$1.11M 27,280 – –
SI
388
Seeds Investor
New York
$1.11M 27,250 +27,250 New
CW
389
CreativeOne Wealth
Kansas
$1.07M 26,331 -34,073 -56%
DFA
390
Davies Financial Advisors
California
$1.07M 26,212 +2,092 +9%
FT
391
Fiduciary Trust
Massachusetts
$1.06M 26,103 – –
WIA
392
World Investment Advisors
California
$1.06M 25,886 -5,355 -17%
IPA
393
Investment Planning Advisors
Georgia
$1.03M 25,182 -138,068 -85%
MC
394
Moors & Cabot
Massachusetts
$1.01M 24,703 +2,508 +11%
OGF
395
Orin Green Financial
California
$1.01M 27,326 +27,326 New
GC
396
Guidance Capital
Kentucky
$987K 24,560 -205 -0.8%
RSA
397
River Street Advisors
Illinois
$986K 24,195 -321 -1%
AWA
398
AGH Wealth Advisors
Kansas
$978K 23,972 -716 -3%
GHAM
399
Gilman Hill Asset Management
Connecticut
$966K 23,695 – –
MWM
400
McMill Wealth Management
Nebraska
$964K 23,645 +1,466 +7%
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16
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