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SPDR Portfolio S&P 600 Small Cap ETF

880 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, 352 increasing their positions, 345 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

19% less capital invested

Capital invested by funds: $9.79B → $7.89B (-$1.9B)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.57M
Puts
$193K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$54.1M
Raymond James Financial
27
Raymond James Financial
Florida
$46.6M
MWA
28
Midland Wealth Advisors
Illinois
$45.6M
CWM
29
Congress Wealth Management
Massachusetts
$45.4M
State Street
30
State Street
Massachusetts
$45.4M
SMM
31
Stadion Money Management
Georgia
$43M
Stifel Financial
32
Stifel Financial
Missouri
$42.4M
GVAG
33
Great Valley Advisor Group
Delaware
$40.2M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$38.6M
APWA
35
Atlas Private Wealth Advisors
New Jersey
$37.8M
HighTower Advisors
36
HighTower Advisors
Illinois
$36.8M
DWM
37
Dakota Wealth Management
Florida
$36.4M
Wells Fargo
38
Wells Fargo
California
$36.3M
MSA
39
Mason Street Advisors
Wisconsin
$34.8M
Truist Financial
40
Truist Financial
North Carolina
$34.6M
ST
41
Spinnaker Trust
Maine
$33.4M
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$31.9M
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$31.5M
MFG
44
Merit Financial Group
Georgia
$31.4M
EH
45
Equitable Holdings
New York
$31.3M
DC
46
Davenport & Co
Virginia
$30.3M
GKWIM
47
Gerber Kawasaki Wealth & Investment Management
California
$29.5M
GWM
48
Geneos Wealth Management
Colorado
$28.9M
PIMG
49
Patriot Investment Management Group
Tennessee
$28M
MPM
50
MBB Public Markets
Illinois
$27.3M