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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$750M
2
Raymond James Financial
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.02B
4
LPL Financial
LPL Financial
California
$997M
5
AssetMark Inc
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$2.44M
2
RBA
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
451
Adamsbrown Wealth Consultants
Kansas
$707K +$2.47K +58 +0.4%
GFPC
452
Global Financial Private Client
Florida
$700K +$191K +4,486 +38%
CMMS
453
Comprehensive Money Management Services
Florida
$696K +$27.2K +638 +4%
AA
454
Advisory Alpha
Michigan
$688K -$30.8K -724 -4%
OFG
455
Opulen Financial Group
Virginia
$686K +$121K +2,834 +21%
NG
456
Norden Group
Utah
$686K +$132K +3,103 +24%
SF
457
Summit Financial
New Jersey
$683K +$147K +3,445 +27%
PWM
458
Penobscot Wealth Management
Maine
$671K -$108K -2,524 -14%
WFAG
459
Worth Financial Advisory Group
North Carolina
$666K -$13.5K -316 -2%
FMN
460
Financial Management Network
California
$663K -$2.07K -47 -0.3%
CAG
461
Csenge Advisory Group
Florida
$657K +$7.36K +179 +1%
PWM
462
Pinnacle Wealth Management
California
$657K +$55.7K +1,308 +9%
CWMGP
463
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$654K -$108K -2,531 -14%
CA
464
CGN Advisors
Kansas
$654K -$6.82K -160 -1%
BCFS
465
Butensky & Cohen Financial Security
Florida
$654K +$33.5K +787 +5%
QCM
466
Quantinno Capital Management
New York
$651K -$38.3K -898 -6%
SFG
467
Sunburst Financial Group
Alabama
$649K +$469 +11 +0.1%
LA
468
LexAurum Advisors
Kansas
$649K +$25.9K +607 +4%
LA
469
Lifeworks Advisors
Michigan
$647K -$25.3K -593 -4%
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
$641K +$641K +15,047 New
PCIA
471
Prime Capital Investment Advisors
Kansas
$638K -$2.67M -62,663 -81%
BTD
472
BankPlus Trust Department
Mississippi
$632K +$632K +14,830 New
CIS
473
Continental Investors Services
Washington
$624K +$13.8K +323 +2%
CFB
474
Cullen/Frost Bankers
Texas
$619K +$65.8K +1,545 +12%
RPCONE
475
Retirement Planning Company of New England
Rhode Island
$613K -$13.1K -308 -2%
17 18
19
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