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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
11.89%
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
DWM
26
Dakota Wealth Management
Florida
$59.9M +$2.44M +52,308 +4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$59.6M +$28.7M +616,188 +94%
Stifel Financial
28
Stifel Financial
Missouri
$56.1M +$2.99M +64,159 +6%
PAG
29
Private Advisor Group
New Jersey
$55.7M -$1.15M -24,581 -2%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$55.2M -$3.62M -77,527 -6%
GVAG
31
Great Valley Advisor Group
Delaware
$53M +$1.61M +34,422 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$48.6M -$961K -20,612 -2%
MIM
33
Morningstar Investment Management
Illinois
$47.4M +$819K +17,572 +2%
Wells Fargo
34
Wells Fargo
California
$46.6M +$4.78M +102,413 +11%
MWA
35
Midland Wealth Advisors
Illinois
$46M +$599K +12,850 +1%
EH
36
Equitable Holdings
New York
$44.9M +$798K +17,117 +2%
SMM
37
Stadion Money Management
Georgia
$43.4M -$3.68M -78,994 -8%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$42M +$59.7K +1,281 +0.1%
PIMG
39
Patriot Investment Management Group
Tennessee
$37M +$959K +20,560 +3%
DC
40
Davenport & Co
Virginia
$36.8M +$2.28M +48,810 +7%
AF
41
Align Financial
Minnesota
$36.4M +$1.7M +36,410 New
Truist Financial
42
Truist Financial
North Carolina
$36.3M -$3.01M -64,522 -8%
FFN
43
Focus Financial Network
Minnesota
$35M +$1.19M +25,512 +4%
PWA
44
Peterson Wealth Advisors
Utah
$33.7M -$480K -10,284 -1%
BS
45
Banco Santander
Spain
$32.6M +$5.15M +110,381 +19%
HAG
46
HighPoint Advisor Group
Illinois
$32.1M +$31.9M +684,513 New
ODIJL
47
One Day In July LLC
Vermont
$31.8M +$3.28M +70,291 +12%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$30.8M +$1.46M +31,209 +5%
FCAS
49
First Command Advisory Services
Texas
$30.5M +$4.8M +102,894 +19%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$30.4M -$315K -6,752 -1%