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SPDR Portfolio S&P 600 Small Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AC
401
Apella Capital
Connecticut
$984K +$5.89K +136 +0.6%
VAMG
402
Voisard Asset Management Group
Michigan
$977K -$1.09M -25,578 -53%
SWP
403
Strategic Wealth Partners
Ohio
$972K +$972K +22,807 New
AWA
404
Arete Wealth Advisors
Illinois
$958K -$1.02M -23,858 -51%
CC
405
Courier Capital
New York
$948K +$29.4K +690 +3%
SL
406
SWMG LLC
Texas
$930K +$198K +4,496 +27%
VCP
407
Verus Capital Partners
Arizona
$918K +$88.3K +2,072 +11%
CIAS
408
CFS Investment Advisory Services
New Jersey
$917K +$173K +4,067 +23%
AWM
409
Apollon Wealth Management
South Carolina
$916K +$520K +12,195 +131%
WHC
410
Wulff, Hansen & Co
California
$913K +$15.3K +360 +2%
KFP
411
Keener Financial Planning
Texas
$912K +$113K +2,656 +14%
CRI
412
Colonial River Investments
Virginia
$905K -$79.5K -1,788 -8%
CA
413
Clearstead Advisors
Ohio
$905K -$36.9K -867 -4%
GS
414
GTS Securities
New York
$895K +$895K +21,006 New
GM
415
GeoWealth Management
Illinois
$884K +$286K +6,720 +48%
AWAU
416
Alliance Wealth Advisors (Utah)
Utah
$870K +$72.8K +1,708 +9%
LWMM
417
Legacy Wealth Management (Mississippi)
Mississippi
$860K +$860K +20,180 New
BWFA
418
Baltimore-Washington Financial Advisors
Maryland
$852K -$4.6K -108 -0.5%
NA
419
Novus Advisors
South Carolina
$848K +$372K +8,729 +78%
MCM
420
MidAtlantic Capital Management
Virginia
$843K
AA
421
Alesco Advisors
New York
$835K +$257K +6,038 +44%
SWM
422
Seaside Wealth Management
California
$833K -$27.4K -642 -3%
AIS
423
American Investment Services
Massachusetts
$820K -$18.7K -440 -2%
Koshinski Asset Management
424
Koshinski Asset Management
Illinois
$819K +$94.3K +2,213 +13%
AWP
425
Axis Wealth Partners
Rhode Island
$809K +$27.8K +653 +4%