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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
11.65%
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
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$47.6M +$9.63M +225,972 +25%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$46.5M +$13.6M +318,732 +41%
MSA
28
Mason Street Advisors
Wisconsin
$46.4M +$10M +235,300 +28%
GVAG
29
Great Valley Advisor Group
Delaware
$45.2M +$3.23M +75,852 +8%
Stifel Financial
30
Stifel Financial
Missouri
$44.1M -$298K -6,999 -0.7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$41.3M +$928K +21,795 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$41.1M +$2.65M +62,147 +7%
Wells Fargo
33
Wells Fargo
California
$38.7M +$777K +18,245 +2%
DC
34
Davenport & Co
Virginia
$37.1M +$5.39M +126,532 +17%
EH
35
Equitable Holdings
New York
$36.7M +$4M +93,836 +12%
APWA
36
Atlas Private Wealth Advisors
New Jersey
$36.1M -$3.4M -79,888 -9%
Truist Financial
37
Truist Financial
North Carolina
$35.9M -$186K -4,377 -0.5%
WFPG
38
Waller Financial Planning Group
Ohio
$35.2M +$6.78M +159,189 +24%
SMM
39
Stadion Money Management
Georgia
$34.7M -$10.2M -239,216 -23%
PIMG
40
Patriot Investment Management Group
Tennessee
$31.4M +$2.1M +49,409 +7%
FFN
41
Focus Financial Network
Minnesota
$30.5M +$4.56M +107,110 +18%
PWA
42
Peterson Wealth Advisors
Utah
$29.6M +$588K +13,804 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$28.6M -$50.1M -1,175,156 -64%
FCAS
44
First Command Advisory Services
Texas
$28.4M +$4.67M +109,554 +20%
CBT
45
Crews Bank & Trust
Florida
$28.3M +$1.98M +46,389 +8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$27.2M -$42.5M -997,977 -61%
GKWIM
47
Gerber Kawasaki Wealth & Investment Management
California
$27.1M -$3.77M -88,595 -12%
GLA
48
Good Life Advisors
Pennsylvania
$26.4M +$1.58M +36,974 +6%
AF
49
Abound Financial
California
$26.3M +$2.34M +54,837 +10%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$25.5M -$9M -204,153 -26%
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