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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
VAF
401
Values Added Financial
District of Columbia
$963K +$38K +932 +4%
SCM
402
SOL Capital Management
Maryland
$954K +$12.2K +300 +1%
KFI
403
Key Financial Inc
Pennsylvania
$953K +$71.1K +1,744 +8%
ACM
404
Armbruster Capital Management
New York
$941K -$9.58K -235 -1%
IC
405
IEQ Capital
California
$930K +$930K +22,804 New
Millennium Management
406
Millennium Management
New York
$927K +$927K +22,739 New
CI
407
CacheTech Inc
Utah
$920K +$345K +8,464 +60%
AWM
408
Adams Wealth Management
Utah
$920K +$345K +8,464 +60%
S
409
Sunpointe
Missouri
$911K +$12.7K +311 +1%
CRI
410
Colonial River Investments
Virginia
$903K -$104K -2,543 -10%
CA
411
Clearstead Advisors
Ohio
$901K +$140K +3,427 +18%
SFM
412
Signet Financial Management
New Jersey
$891K +$570K +13,983 +178%
CC
413
Courier Capital
New York
$879K +$181K +4,431 +26%
SIS
414
Sound Income Strategies
Florida
$877K +$22.6K +554 +3%
IAS
415
IMA Advisory Services
Colorado
$876K -$4.25M -104,357 -83%
AC
416
Apella Capital
Connecticut
$867K +$307 +8 +0%
MCC
417
Money Concepts Capital
Florida
$862K +$43.4K +1,066 +5%
WHC
418
Wulff, Hansen & Co
California
$859K – – –
IAA
419
Independent Advisor Alliance
North Carolina
$857K -$56.9M -1,396,994 -99%
CF
420
Corrigan Financial
Rhode Island
$846K +$3.3K +81 +0.4%
BEI
421
Benjamin Edwards Inc
Missouri
$843K +$121K +2,966 +17%
RIS
422
Richmond Investment Services
Wisconsin
$829K +$507K +12,430 +157%
DWM
423
Denver Wealth Management
Colorado
$829K -$70.4K -1,726 -8%
XPN
424
XY Planning Network
Montana
$824K +$824K +20,204 New
SWM
425
Seaside Wealth Management
California
$823K +$11.3K +276 +1%
15 16
17
18 19