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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
11.64%
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
Betterment LLC
New York
$750M
2
Raymond James Financial
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.02B
4
LPL Financial
LPL Financial
California
$997M
5
AssetMark Inc
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$2.44M
2
RBA
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
526
Advance Capital Management
Michigan
$465K -$36.5K -857 -7%
KeyBank National Association
527
KeyBank National Association
Ohio
$465K – – –
SCA
528
Snowden Capital Advisors
New York
$465K -$24.4K -572 -5%
OC
529
Oppenheimer & Co
New York
$463K +$26.8K +628 +6%
SI
530
Stephens Inc
Arkansas
$463K +$6.9K +162 +2%
BPA
531
Beacon Pointe Advisors
California
$459K -$1.7K -40 -0.4%
EWA
532
Exencial Wealth Advisors
Oklahoma
$453K -$2.39K -56 -0.5%
GK
533
Graney & King
New York
$448K +$1.32K +31 +0.3%
SLC
534
Second Line Capital
Louisiana
$447K -$298 -7 -0.1%
TPCM
535
Templeton & Phillips Capital Management
Tennessee
$442K – – –
OSNBOA
536
Old Second National Bank of Aurora
Illinois
$442K -$2.6K -61 -0.6%
VIM
537
Vista Investment Management
Pennsylvania
$437K +$27.1K +635 +7%
ASN
538
Advisory Services Network
Georgia
$435K -$161K -3,756 -27%
SOS
539
Silver Oak Securities
Tennessee
$432K -$786K -18,462 -65%
SMF
540
Scott Marsh Financial
Utah
$431K +$431K +10,128 New
VFS
541
Valpey Financial Services
New Hampshire
$430K +$430K +10,087 New
ML
542
Mayport LLC
Massachusetts
$426K – – –
CA
543
Claro Advisors
Massachusetts
$425K -$102K -2,385 -19%
BWP
544
Balboa Wealth Partners
Arizona
$425K +$161K +3,772 +61%
AL
545
ACAS LLC
California
$424K +$27.9K +613 +7%
ETC
546
Exchange Traded Concepts
Oklahoma
$423K +$423K +9,935 New
MAM
547
Mystic Asset Management
Rhode Island
$421K +$4.26K +100 +1%
CRC
548
Curi RMB Capital
Illinois
$419K +$162K +3,794 +63%
AA
549
ACT Advisors
North Carolina
$417K -$22.4K -525 -5%
AIM
550
Anchor Investment Management
South Carolina
$410K -$4.26K -100 -1%
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