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State Street SPDR Portfolio S&P 600 Small Cap ETF

998 hedge funds and large institutions have $10B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 413 increasing their positions, 347 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 56

19% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 347

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

2% more funds holding

Funds holding: 977998 (+21)

2% more capital invested

Capital invested by funds: $9.87B → $10B (+$161M)

2.87% less ownership

Funds ownership: 75.36%72.49% (-2.9%)

Holders
998
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
12.29%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.67%
New
94
Increased
413
Reduced
347
Closed
56
Calls
$2.25M
Puts
Net Calls
+$2.25M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
601
Legacy Advisors
Pennsylvania
$458K
AIM
602
Anchor Investment Management
South Carolina
$457K -$6.14K -124 -1%
GAG
603
GM Advisory Group
New York
$455K +$39.6K +800 +9%
OFG
604
Oxford Financial Group
Indiana
$453K
MAM
605
MMA Asset Management
Pennsylvania
$453K +$82.9K +1,675 +22%
SHGA
606
Sand Hill Global Advisors
California
$448K +$4.41K +89 +1%
CCWP
607
Cedar Cove Wealth Partners
Minnesota
$447K +$18.6K +376 +4%
GBT
608
Grove Bank & Trust
Florida
$444K
LA
609
Latitude Advisors
Florida
$443K -$69.3K -1,400 -13%
CJ
610
Caitlin John
Michigan
$438K -$139K -2,816 -24%
SFS
611
Security Financial Services
Indiana
$434K -$3.27K -66 -0.7%
PPW
612
Parcion Private Wealth
Washington
$434K
EP
613
E6 Portfolios
Utah
$432K +$49.2K +993 +13%
SI
614
Stirlingshire Investments
New York
$430K +$159K +3,219 +57%
CT
615
Caldwell Trust
Florida
$428K
WFAG
616
Wescott Financial Advisory Group
Pennsylvania
$428K +$99 +2 +0%
CFG
617
Capital Financial Group
Colorado
$428K -$15K -304 -3%
TCIIS
618
TIAA-CREF Individual & Institutional Services
New York
$426K +$437K +8,819 New
VWM
619
VCI Wealth Management
Missouri
$425K -$142K -2,866 -25%
GCM
620
Gunpowder Capital Management
Maryland
$423K -$58K -1,172 -12%
PA
621
PFG Advisors
Arizona
$419K -$185K -3,740 -30%
TCA
622
Transcend Capital Advisors
New Jersey
$417K +$8.51K +172 +2%
WIM
623
WealthPlan Investment Management
Nebraska
$415K +$426K +8,598 New
EFL
624
ERn Financial LLC
Wisconsin
$414K -$122K -2,466 -22%
AWM
625
Aureum Wealth Management
Florida
$414K +$424K +8,558 New