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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 %
SWM
426
Silverlake Wealth Management
Vermont
$805K +$161K +3,778 +25%
DWM
427
Denver Wealth Management
Colorado
$798K -$68.3K -1,604 -8%
IPA
428
Investment Planning Advisors
Georgia
$790K -$283K -6,643 -26%
SWM
429
SFG Wealth Management
Maryland
$789K +$96.8K +2,272 +14%
P
430
Pitcairn
Pennsylvania
$786K -$25.1K -589 -3%
CA
431
CSM Advisors
Pennsylvania
$783K -$2.66M -62,370 -77%
RCA
432
Ranch Capital Advisors
Florida
$782K +$92K +2,160 +13%
BIG
433
Brookwood Investment Group
Arizona
$763K +$763K +17,906 New
SEI Investments
434
SEI Investments
Pennsylvania
$762K +$3.03K +71 +0.4%
AWA
435
Arkadios Wealth Advisors
Georgia
$761K +$33.5K +787 +5%
TAM
436
Titleist Asset Management
Texas
$755K +$21.3K +499 +3%
AT
437
American Trust
Kentucky
$748K +$748K +17,553 New
AWA
438
Alaska Wealth Advisors
Alaska
$747K +$113K +2,661 +18%
FSWA
439
Financial Synergies Wealth Advisors
Texas
$747K +$682 +16 +0.1%
VT
440
Vise Technologies
New York
$741K +$741K +17,384 New
CWM
441
Collaborative Wealth Management
Florida
$740K +$34.2K +802 +5%
CRFG
442
Columbia River Financial Group
Washington
$731K +$60.9K +1,416 +9%
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$730K +$11.6K +273 +2%
AG
444
Ascent Group
Virginia
$730K +$204K +4,777 +39%
MWM
445
Meridian Wealth Management
Kentucky
$729K +$68.7K +1,613 +10%
AF
446
Aldebaran Financial
$729K -$5.92K -139 -0.8%
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$716K -$11.5M -269,519 -94%
DFA
448
Davies Financial Advisors
California
$713K -$404K -9,479 -36%
MERSOM
449
Municipal Employees' Retirement System of Michigan
Michigan
$709K
WPC
450
White Pine Capital
Minnesota
$709K -$128K -2,996 -15%