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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 %
TWP
551
Tyche Wealth Partners
Texas
$409K -$94.3K -2,214 -19%
BBA
552
BLB&B Advisors
Pennsylvania
$409K -$132K -3,104 -24%
MA
553
Mutual Advisors
Nebraska
$409K -$10.8K -246 -3%
ME
554
McIlrath & Eck
Washington
$407K -$24.1K -566 -6%
RWB
555
RMR Wealth Builders
New Jersey
$402K +$1.75K +41 +0.4%
GWP
556
Gateway Wealth Partners
Wisconsin
$400K -$386K -9,056 -49%
OFG
557
Oxford Financial Group
Indiana
$400K – – –
NFP
558
Narus Financial Partners
Utah
$399K -$35.4K -830 -8%
IWM
559
Iams Wealth Management
Nebraska
$396K +$178K +4,178 +82%
MCM
560
Mengis Capital Management
Oregon
$394K -$28.7K -674 -7%
VPP
561
Vertex Planning Partners
Illinois
$389K +$767 +18 +0.2%
PPW
562
Parcion Private Wealth
Washington
$383K -$24.3K -570 -6%
SGWM
563
Sterling Group Wealth Management
California
$381K -$88.4K -2,075 -19%
ESB
564
Essex Savings Bank
Connecticut
$373K -$16.6K -390 -4%
XT
565
XTX Topco
Cayman Islands
$373K +$373K +8,754 New
BCA
566
Bay Colony Advisors
Massachusetts
$372K – – –
RWPA
567
Richard W. Paul & Associates
Michigan
$369K +$42.3K +992 +13%
BCM
568
Brookstone Capital Management
Illinois
$368K -$27.7K -651 -7%
IWN
569
Independent Wealth Network
Iowa
$365K +$10.6K +248 +3%
SAI
570
Savvy Advisors Inc
New York
$364K -$102K -2,406 -22%
BAM
571
Belpointe Asset Management
Nevada
$363K -$310K -7,281 -46%
SCA
572
Sandy Cove Advisors
Massachusetts
$363K – – –
WP
573
WealthPLAN Partners
Nebraska
$359K +$36.7K +862 +11%
TCA
574
Transcend Capital Advisors
New Jersey
$356K -$1.04M -24,341 -74%
STA
575
Summit Trail Advisors
New York
$355K – – –
21 22
23
24 25