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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 %
SLC
551
Second Line Capital
Louisiana
$428K -$24.8K -608 -5%
GK
552
Graney & King
New York
$427K +$163 +4 +0%
SA
553
Sovran Advisors
California
$426K +$246K +6,560 +137%
OSNBOA
554
Old Second National Bank of Aurora
Illinois
$425K -$2.57K -63 -0.6%
TPCM
555
Templeton & Phillips Capital Management
Tennessee
$423K – – –
AA
556
ACT Advisors
North Carolina
$420K +$9.58K +235 +2%
OC
557
Oppenheimer & Co
New York
$418K -$11.4K -280 -3%
GEA
558
Glen Eagle Advisors
New Jersey
$416K -$911K -22,361 -69%
NFP
559
Narus Financial Partners
Utah
$416K -$7.01K -172 -2%
TCM
560
Triumph Capital Management
Colorado
$413K -$107K -2,621 -21%
ME
561
McIlrath & Eck
Washington
$412K -$96K -2,354 -19%
NEWAS
562
N.E.W. Advisory Services
Wisconsin
$408K +$141K +3,460 +53%
ML
563
Mayport LLC
Massachusetts
$408K – – –
MCM
564
Mengis Capital Management
Oregon
$405K +$37.8K +928 +10%
MSAM
565
Moloney Securities Asset Management
Missouri
$403K +$41.6K +1,021 +12%
ICP
566
Interchange Capital Partners
Pennsylvania
$399K -$198K -4,852 -33%
MAM
567
Mystic Asset Management
Rhode Island
$399K +$38.7K +950 +11%
PAG
568
Paladin Advisory Group
Iowa
$397K -$72.2K -1,771 -15%
MCA
569
MSH Capital Advisors
Arizona
$396K -$21.2K -520 -5%
AIM
570
Anchor Investment Management
South Carolina
$396K -$16.3K -400 -4%
PPC
571
Pennington Partners & Co
Maryland
$394K +$394K +9,665 New
VIM
572
Vista Investment Management
Pennsylvania
$392K +$23.2K +569 +6%
EF
573
Elite Financial
Idaho
$391K +$122 +3 +0%
PPW
574
Parcion Private Wealth
Washington
$389K -$28.5K -698 -7%
BC
575
Brio Consultants
California
$389K -$122K -3,001 -24%
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