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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
11.88%
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
RPCONE
526
Retirement Planning Company of New England
Rhode Island
$618K -$55K -1,180 -8%
AC
527
Apella Capital
Connecticut
$616K -$432K -9,266 -41%
TFG
528
Tilson Financial Group
New Jersey
$609K -$20.4K -438 -3%
JIC
529
Johnson Investment Counsel
Ohio
$608K +$23.1K +495 +4%
CFG
530
Citizens Financial Group
Rhode Island
$607K -$51K -1,094 -8%
IC
531
IEQ Capital
California
$606K +$355K +7,610 +143%
TVAMP
532
Tennessee Valley Asset Management Partners
Tennessee
$600K +$68.4K +1,466 +13%
HWM
533
Horizon Wealth Management
Illinois
$594K +$47 +1 +0%
TVPW
534
Third View Private Wealth
Connecticut
$593K +$590K +12,658 New
VFS
535
Valpey Financial Services
New Hampshire
$588K +$89.4K +1,916 +18%
IPA
536
Investment Planning Advisors
Georgia
$582K -$9.37K -201 -2%
PA
537
PFG Advisors
Arizona
$582K -$1.58M -33,974 -73%
WF
538
WealthPoint Financial
North Carolina
$579K +$576K +12,361 New
MFA
539
McClarren Financial Advisors
Pennsylvania
$576K -$153K -3,276 -38%
VA
540
VestGen Advisors
Illinois
$574K -$1.66M -35,653 -74%
PSF
541
Pacific Sun Financial
California
$573K -$11.8K -252 -2%
BPFA
542
Barnes Pettey Financial Advisors
Mississippi
$573K
AA
543
Advisory Alpha
Michigan
$567K -$152K -3,256 -21%
NFG
544
Nations Financial Group
Iowa
$562K +$559K +11,991 New
CJ
545
Caitlin John
Michigan
$556K +$43.5K +933 +9%
IWM
546
Iams Wealth Management
Nebraska
$556K -$238K -5,107 -30%
SL
547
Salomon & Ludwin
Virginia
$549K
VAMG
548
Voisard Asset Management Group
Michigan
$548K -$65.8K -1,412 -11%
VWM
549
VCI Wealth Management
Missouri
$547K +$228K +4,890 +72%
FB
550
Fulton Bank
Pennsylvania
$543K +$207K +4,443 +62%