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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 %
NL
501
NWAM LLC
Washington
$550K -$75.6K -1,854 -12%
BFA
502
Brown Financial Advisory
Alabama
$550K – – –
FMN
503
Financial Management Network
California
$550K +$5.68K +156 +1%
OFG
504
Opulen Financial Group
Virginia
$541K +$78K +1,913 +17%
MFA
505
McClarren Financial Advisors
Pennsylvania
$534K -$233K -3,946 -30%
GBT
506
Grove Bank & Trust
Florida
$533K -$5.71K -140 -1%
NG
507
Norden Group
Utah
$529K +$22.9K +562 +5%
CFB
508
Cullen/Frost Bankers
Texas
$529K -$6.52K -160 -1%
SFS
509
Security Financial Services
Indiana
$526K -$34K -835 -6%
EGA
510
E&G Advisors
Texas
$523K +$19.4K +475 +4%
PSF
511
Pacific Sun Financial
California
$522K – – –
HWM
512
Horizon Wealth Management
Illinois
$521K +$5.22K +128 +1%
BBA
513
BLB&B Advisors
Pennsylvania
$518K – – –
PIAS
514
PCA Investment Advisory Services
Ohio
$514K +$3.22K +79 +0.6%
SF
515
Summit Financial
New Jersey
$513K +$513K +12,589 New
FWM
516
Fingerlakes Wealth Management
New York
$513K -$14.6K -359 -3%
UFA
517
US Financial Advisors
Massachusetts
$512K -$448 -11 -0.1%
BPFA
518
Barnes Pettey Financial Advisors
Mississippi
$511K – – –
CA
519
Claro Advisors
Massachusetts
$504K +$129K +3,159 +34%
AG
520
Ascent Group
Virginia
$504K -$386K -9,461 -43%
FNWA
521
Financial Network Wealth Advisors
Utah
$499K +$12.8K +313 +3%
PAG
522
Private Advisory Group
Washington
$496K +$44K +1,080 +10%
MWM
523
MGB Wealth Management
Texas
$487K -$44.1K -1,081 -8%
GFPC
524
Global Financial Private Client
Florida
$487K -$283K -6,942 -37%
PA
525
PFG Advisors
Arizona
$482K -$734 -18 -0.2%
19 20
21
22 23