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SPDR Portfolio S&P 600 Small Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
451
Financial Synergies Wealth Advisors
Texas
$714K -$13.9K -341 -2%
JIC
452
Johnson Investment Counsel
Ohio
$712K +$10.4K +254 +1%
CIAS
453
CFS Investment Advisory Services
New Jersey
$712K -$1.51K -37 -0.2%
RCM
454
Raleigh Capital Management
North Carolina
$710K -$1.05M -25,866 -60%
AF
455
Aldebaran Financial
$703K -$28.8K -707 -4%
TAM
456
Titleist Asset Management
Texas
$702K +$6.73K +165 +1%
AWA
457
Arkadios Wealth Advisors
Georgia
$697K +$140K +3,443 +25%
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
$693K +$200K +4,896 +40%
AA
459
Advisory Alpha
Michigan
$688K +$123K +3,011 +22%
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$688K +$65.1K +1,596 +10%
HAS
461
HBW Advisory Services
California
$684K -$94.6K -2,322 -12%
MERSOM
462
Municipal Employees' Retirement System of Michigan
Michigan
$678K
CWM
463
Collaborative Wealth Management
Florida
$676K -$64.7K -1,588 -9%
AWC
464
Adamsbrown Wealth Consultants
Kansas
$674K -$45.7K -1,122 -6%
TVAMP
465
Tennessee Valley Asset Management Partners
Tennessee
$663K +$64.4K +1,580 +11%
SWM
466
SFG Wealth Management
Maryland
$662K +$13.6K +334 +2%
RCA
467
Ranch Capital Advisors
Florida
$660K +$11.2K +275 +2%
QCM
468
Quantinno Capital Management
New York
$659K +$320K +7,845 +94%
NW
469
NewEdge Wealth
Pennsylvania
$652K -$647K -15,881 -50%
WFAG
470
Worth Financial Advisory Group
North Carolina
$650K -$78.4K -1,924 -11%
SL
471
SWMG LLC
Texas
$648K +$363K +9,313 +127%
BAM
472
Belpointe Asset Management
Nevada
$644K +$322K +7,898 +100%
LA
473
Lifeworks Advisors
Michigan
$643K -$35.4K -869 -5%
CMMS
474
Comprehensive Money Management Services
Florida
$640K -$17K -417 -3%
CRFG
475
Columbia River Financial Group
Washington
$635K +$61.1K +1,500 +11%