We are live on ! Find out more
SPSM icon

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
11.88%
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
CWM
501
Collaborative Wealth Management
Florida
$710K +$1.63K +35 +0.2%
LA
502
Lifeworks Advisors
Michigan
$701K +$746 +16 +0.1%
PWM
503
Penobscot Wealth Management
Maine
$697K -$16.5K -354 -2%
FDW
504
Fourth Dimension Wealth
Ohio
$695K +$30.2K +647 +5%
BTD
505
BankPlus Trust Department
Mississippi
$695K
CF
506
Centaurus Financial
California
$688K -$40.5K -868 -6%
CWMGP
507
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$684K +$8.53K +183 +1%
CFB
508
Cullen/Frost Bankers
Texas
$679K
VIM
509
Vista Investment Management
Pennsylvania
$674K +$179K +3,832 +36%
BWP
510
Balboa Wealth Partners
Arizona
$674K -$189K -4,052 -22%
FMN
511
Financial Management Network
California
$669K -$37.8K -810 -5%
ARC
512
Advisor Resource Council
Texas
$666K +$627K +13,440 New
AIS
513
American Investment Services
Massachusetts
$662K -$221K -4,735 -25%
SFG
514
Sunburst Financial Group
Alabama
$659K -$53.6K -1,150 -8%
KFGK
515
Keystone Financial Group (Kentucky)
Kentucky
$655K +$74.6K +1,599 +13%
TAP
516
TSG Advice Partners
Ohio
$649K +$646K +13,851 New
PCIA
517
Prime Capital Investment Advisors
Kansas
$642K -$29.1K -625 -4%
EGA
518
E&G Advisors
Texas
$638K +$3.64K +78 +0.6%
IAP
519
Indie Asset Partners
Indiana
$637K -$10.4K -222 -2%
NL
520
NWAM LLC
Washington
$635K -$1.07K -23 -0.2%
BFA
521
Brown Financial Advisory
Alabama
$632K
WCG
522
Wall Capital Group
Arizona
$631K +$628K +13,471 New
EAN
523
Excelsior Advisor Network
Colorado
$625K +$622K +13,337 New
HAS
524
HBW Advisory Services
California
$623K +$152K +3,252 +32%
BW
525
BIP Wealth
Georgia
$618K -$17.4K -373 -3%