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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
11.88%
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
AWP
451
Axis Wealth Partners
Rhode Island
$896K -$233 -5 -0%
MWM
452
Maridea Wealth Management
New York
$896K -$85.9K -1,842 -9%
ECM
453
Elgethun Capital Management
South Dakota
$893K -$165K -3,529 -16%
LFG
454
Lockerman Financial Group
California
$892K -$213K -4,566 -19%
SWM
455
Seaside Wealth Management
California
$890K -$19.8K -425 -2%
DWA
456
Delta Wealth Advisors
Indiana
$885K -$653 -14 -0.1%
RCA
457
Ranch Capital Advisors
Florida
$882K +$42.5K +911 +5%
IWS
458
Integrity Wealth Solutions
Colorado
$876K +$3.73K +80 +0.4%
IFG
459
Independent Financial Group
California
$869K -$858K -18,395 -50%
PWA
460
Pitcairn Wealth Advisors
Pennsylvania
$867K +$863K +18,501 New
WHC
461
Wulff, Hansen & Co
California
$865K -$81.1K -1,740 -9%
NG
462
Norden Group
Utah
$855K -$27.6K -591 -3%
MYIA
463
Mount Yale Investment Advisors
Colorado
$852K +$641K +13,734 +308%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$852K +$848K +18,186 New
TAM
465
Titleist Asset Management
Texas
$843K -$2.1K -45 -0.2%
HIA
466
Harbor Investment Advisory
Maryland
$837K +$198K +4,250 +31%
OWA
467
Outlook Wealth Advisors
Texas
$836K -$200K -4,294 -19%
TWM
468
Troutman Wealth Management
Pennsylvania
$836K +$832K +17,830 New
BI
469
Beckerman Institutional
New Jersey
$824K +$54.8K +1,174 +7%
FNWA
470
Financial Network Wealth Advisors
Utah
$823K +$41.9K +898 +5%
DF
471
Downshift Financial
Colorado
$820K +$765K +16,406 New
T
472
Tidemark
California
$813K -$83.2K -1,783 -9%
WFAG
473
Worth Financial Advisory Group
North Carolina
$809K +$2.38K +51 +0.3%
BWFA
474
Baltimore-Washington Financial Advisors
Maryland
$807K -$116K -2,482 -13%
FSWA
475
Financial Synergies Wealth Advisors
Texas
$787K -$6.9K -148 -0.9%