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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

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.

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

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$54.1M 1,326,326 +69,964 +6%
Raymond James Financial
27
Raymond James Financial
Florida
$46.6M 1,144,228 +105,836 +10%
MWA
28
Midland Wealth Advisors
Illinois
$45.6M 1,119,216 +58,366 +6%
CWM
29
Congress Wealth Management
Massachusetts
$45.4M 1,114,201 -647,185 -37%
State Street
30
State Street
Massachusetts
$45.4M 1,113,238 -126,888 -10%
SMM
31
Stadion Money Management
Georgia
$43M 1,054,278 +6,860 +0.7%
Stifel Financial
32
Stifel Financial
Missouri
$42.4M 1,041,428 -38,620 -4%
GVAG
33
Great Valley Advisor Group
Delaware
$40.2M 985,613 -379,224 -28%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$38.6M 946,913 -20,666 -2%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$37.8M 926,184 -568,724 -38%
HighTower Advisors
36
HighTower Advisors
Illinois
$36.8M 901,646 -74,587 -8%
DWM
37
Dakota Wealth Management
Florida
$36.4M 892,073 +82,796 +10%
Wells Fargo
38
Wells Fargo
California
$36.3M 891,253 -50,081 -5%
MSA
39
Mason Street Advisors
Wisconsin
$34.8M 853,500 – –
Truist Financial
40
Truist Financial
North Carolina
$34.6M 847,896 -93,413 -10%
ST
41
Spinnaker Trust
Maine
$33.4M 819,443 -15,213 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$31.9M 783,768 +16,270 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$31.5M 773,706 -469,978 -38%
MFG
44
Merit Financial Group
Georgia
$31.4M 771,066 -204,181 -21%
EH
45
Equitable Holdings
New York
$31.3M 767,535 +15,824 +2%
DC
46
Davenport & Co
Virginia
$30.3M 743,480 +56,130 +8%
GKWIM
47
Gerber Kawasaki Wealth & Investment Management
California
$29.5M 724,357 +49,395 +7%
GWM
48
Geneos Wealth Management
Colorado
$28.9M 708,671 +381,299 +116%
PIMG
49
Patriot Investment Management Group
Tennessee
$28M 686,735 +39,622 +6%
MPM
50
MBB Public Markets
Illinois
$27.3M 669,768 +170 +0%
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