SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

883 hedge funds and large institutions have $8.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 374 increasing their positions, 309 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.3M
2 +$62.6M
3 +$54.3M
4
LPL Financial
LPL Financial
California
+$41.2M
5
AssetMark Inc
AssetMark Inc
California
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
426
Legacy Wealth Management (Mississippi)
Mississippi
$860K
BWFA
427
Baltimore-Washington Financial Advisors
Maryland
$852K
NA
428
Novus Advisors
South Carolina
$848K
MCM
429
MidAtlantic Capital Management
Virginia
$843K
AA
430
Alesco Advisors
New York
$835K
SWM
431
Seaside Wealth Management
California
$833K
AIS
432
American Investment Services
Massachusetts
$820K
Koshinski Asset Management
433
Koshinski Asset Management
Illinois
$819K
AWP
434
Axis Wealth Partners
Rhode Island
$809K
SWM
435
Silverlake Wealth Management
Vermont
$805K
DWM
436
Denver Wealth Management
Colorado
$798K
IPA
437
Investment Planning Advisors
Georgia
$790K
SWM
438
SFG Wealth Management
Maryland
$789K
P
439
Pitcairn
Pennsylvania
$786K
CA
440
CSM Advisors
Pennsylvania
$783K
RCA
441
Ranch Capital Advisors
Florida
$782K
BIG
442
Brookwood Investment Group
Arizona
$763K
SEI Investments
443
SEI Investments
Pennsylvania
$762K
AWA
444
Arkadios Wealth Advisors
Georgia
$761K
TAM
445
Titleist Asset Management
Texas
$755K
AT
446
American Trust
Kentucky
$748K
AWA
447
Alaska Wealth Advisors
Alaska
$747K
FSWA
448
Financial Synergies Wealth Advisors
Texas
$747K
VT
449
Vise Technologies
New York
$741K
CWM
450
Collaborative Wealth Management
Florida
$740K