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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
GM
401
GeoWealth Management
Illinois
$1.26M -$238K -5,109 -16%
RIA
402
Regal Investment Advisors
Michigan
$1.24M +$248K +5,312 +25%
AWA
403
AGH Wealth Advisors
Kansas
$1.24M +$12.3K +263 +1%
CIAS
404
CFS Investment Advisory Services
New Jersey
$1.24M +$97.9K +2,100 +9%
ZWA
405
Zinnia Wealth Advisory
Florida
$1.23M +$1.23M +26,340 New
KCAM
406
Kagan Cocozza Asset Management
New Jersey
$1.23M -$15.6K -335 -1%
RSA
407
River Street Advisors
Illinois
$1.22M +$13.8K +296 +1%
KFI
408
Key Financial Inc
Pennsylvania
$1.22M +$49.9K +1,070 +4%
SEI Investments
409
SEI Investments
Pennsylvania
$1.22M +$375K +8,041 +45%
SB
410
Strategic Blueprint
Georgia
$1.21M -$80.6K -1,729 -6%
FT
411
Fiduciary Trust
Massachusetts
$1.2M -$38.8K -833 -3%
OGF
412
Orin Green Financial
California
$1.19M -$22.3K -479 -2%
IF
413
Intrua Financial
Texas
$1.19M -$27.3K -586 -2%
Comerica Bank
414
Comerica Bank
Texas
$1.18M -$92.2K -1,976 -7%
MC
415
Moors & Cabot
Massachusetts
$1.18M +$7K +150 +0.6%
AWA
416
Arkadios Wealth Advisors
Georgia
$1.18M +$193K +4,134 +20%
CCFCSB
417
Cape Cod Five Cents Savings Bank
Massachusetts
$1.17M
IA
418
IFG Advisory
Georgia
$1.16M +$62.6K +1,342 +6%
VAF
419
Values Added Financial
District of Columbia
$1.15M +$39.5K +846 +4%
GWP
420
Gateway Wealth Partners
Wisconsin
$1.15M -$45K -966 -4%
MWM
421
McMill Wealth Management
Nebraska
$1.14M
NF
422
Nikulski Financial
Iowa
$1.12M -$309K -6,621 -22%
MWM
423
Meridian Wealth Management
Kentucky
$1.12M +$60.2K +1,290 +6%
CA
424
Clearstead Advisors
Ohio
$1.11M +$38.8K +832 +4%
BI
425
Breachway Investments
Rhode Island
$1.11M +$1.1M +23,665 New