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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
BEI
426
Benjamin Edwards Inc
Missouri
$1.11M -$17.3K -371 -2%
FPWM
427
FSB Premier Wealth Management
Iowa
$1.11M -$5.27K -113 -0.5%
TCM
428
TD Capital Management
Tennessee
$1.11M -$19.5K -418 -2%
VWM
429
Venturi Wealth Management
Texas
$1.1M -$43.5K -932 -4%
VT
430
Vise Technologies
New York
$1.08M +$327K +7,002 +43%
SF
431
Summit Financial
New Jersey
$1.06M +$291K +6,235 +38%
Koshinski Asset Management
432
Koshinski Asset Management
Illinois
$1.06M +$225K +4,821 +27%
ASN
433
Advisory Services Network
Georgia
$1.04M +$257K +5,511 +33%
EIA
434
Eldridge Investment Advisors
New Hampshire
$1.04M -$621K -13,317 -37%
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$29.9K +641 +3%
IPWA
436
International Private Wealth Advisors
California
$1.01M -$183K -3,928 -15%
TA
437
TKG Advisors
Indiana
$1.01M -$14.5K -310 -1%
BWM
438
BCS Wealth Management
Tennessee
$1.01M +$492K +10,545 +95%
MCM
439
MAI Capital Management
Ohio
$1.01M -$71.6K -1,535 -7%
KFP
440
Keener Financial Planning
Texas
$1M
AWA
441
Alaska Wealth Advisors
Alaska
$985K +$149K +3,196 +18%
AG
442
Ascent Group
Virginia
$957K -$278K -5,970 -23%
HW
443
HORAN Wealth
Ohio
$952K +$2.24K +48 +0.2%
AWAU
444
Alliance Wealth Advisors (Utah)
Utah
$935K -$241K -5,157 -21%
BM
445
Berman McAleer
Maryland
$933K +$46.7K +1,002 +5%
ITB
446
Idaho Trust Bank
Idaho
$927K -$172K -3,684 -16%
SWM
447
SFG Wealth Management
Maryland
$925K +$52K +1,115 +6%
EW
448
Elyxium Wealth
California
$920K +$916K +19,641 New
CI
449
CX Institutional
Indiana
$910K -$320K -6,859 -26%
CB
450
Commerce Bank
Missouri
$907K +$673K +14,439 +294%