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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 %
VF
576
Vawter Financial
Ohio
$385K – – –
HIA
577
Harbor Investment Advisory
Maryland
$383K -$344K -8,443 -47%
RWB
578
RMR Wealth Builders
New Jersey
$383K +$1.39K +34 +0.4%
OFG
579
Oxford Financial Group
Indiana
$382K -$652 -16 -0.2%
KOC
580
Koss-Olinger Consulting
Florida
$382K +$382K +9,362 New
VCA
581
Verdence Capital Advisors
Maryland
$381K +$12.2K +299 +3%
PP
582
Patron Partners
Texas
$381K -$192K -4,719 -34%
AWM
583
Apollon Wealth Management
South Carolina
$379K +$7.75K +190 +2%
BCM
584
Brookstone Capital Management
Illinois
$378K -$16.1K -395 -4%
VC
585
Vicus Capital
Pennsylvania
$377K +$17.4K +426 +5%
OWA
586
Outlook Wealth Advisors
Texas
$376K -$230K -5,649 -38%
MYIA
587
Mount Yale Investment Advisors
Colorado
$374K +$1.22K +30 +0.3%
ESB
588
Essex Savings Bank
Connecticut
$373K +$80K +1,963 +27%
VPP
589
Vertex Planning Partners
Illinois
$371K -$111K -2,712 -23%
MA
590
Mutual Advisors
Nebraska
$371K -$296K -7,593 -44%
MI
591
Moneywise Inc
Virginia
$366K -$8.68K -213 -2%
PFG
592
PAX Financial Group
Texas
$364K -$2.94K -72 -0.8%
MAM
593
Milestone Asset Management
Pennsylvania
$363K -$194K -4,761 -35%
BCA
594
Bay Colony Advisors
Massachusetts
$355K – – –
LJAC
595
L.J. Altfest & Co
New York
$347K -$141K -3,465 -29%
SCA
596
Sandy Cove Advisors
Massachusetts
$347K +$3.1K +76 +0.9%
RPGK
597
Retirement Planning Group (Kansas)
Kansas
$347K +$10.1K +247 +3%
GI
598
Gradient Investments
Minnesota
$342K +$342K +8,390 New
AL
599
ACAS LLC
California
$342K -$10.5K -267 -3%
Northern Trust
600
Northern Trust
Illinois
$340K -$13.9K -340 -4%
22 23
24
25 26