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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Meridian Wealth Management
Kentucky
$632K +$27.1K +665 +4%
CA
477
CGN Advisors
Kansas
$632K -$17.3K -425 -3%
WA
478
Wambolt & Associates
Colorado
$623K +$123 +3 +0%
SFG
479
Sunburst Financial Group
Alabama
$621K -$448 -11 -0.1%
EFL
480
ERn Financial LLC
Wisconsin
$619K -$81K -1,987 -12%
SIAS
481
Summit Investment Advisory Services
Minnesota
$617K -$155K -3,811 -20%
SWM
482
Silverlake Wealth Management
Vermont
$617K +$61.1K +1,498 +11%
FDW
483
Fourth Dimension Wealth
Ohio
$616K +$36.3K +890 +6%
AWA
484
Alaska Wealth Advisors
Alaska
$607K +$23.1K +567 +4%
RPCONE
485
Retirement Planning Company of New England
Rhode Island
$599K +$408 +10 +0.1%
LA
486
LexAurum Advisors
Kansas
$597K +$7.5K +184 +1%
CAG
487
Csenge Advisory Group
Florida
$594K -$400K -10,646 -40%
BCFS
488
Butensky & Cohen Financial Security
Florida
$593K +$14.7K +360 +3%
CIS
489
Continental Investors Services
Washington
$584K +$38.4K +941 +7%
AF
490
Apexium Financial
Texas
$579K +$579K +14,217 New
PWM
491
Pinnacle Wealth Management
California
$575K +$575K +14,116 New
FWP
492
Forefront Wealth Partners
Texas
$573K +$87.1K +2,138 +18%
GM
493
GeoWealth Management
Illinois
$572K -$3.47M -85,037 -86%
IAP
494
Indie Asset Partners
Indiana
$570K -$13.2K -324 -2%
TFG
495
Tilson Financial Group
New Jersey
$570K -$18.4K -452 -3%
KPWS
496
Kestra Private Wealth Services
Texas
$568K -$157K -3,854 -22%
ASN
497
Advisory Services Network
Georgia
$566K +$41K +1,005 +8%
RFN
498
Redwood Financial Network
Ohio
$563K -$5.91K -145 -1%
PA
499
Procyon Advisors
Connecticut
$561K -$1.14K -28 -0.2%
AA
500
Alesco Advisors
New York
$553K +$210K +5,148 +61%
18 19
20
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