SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
STA
601
Summit Trail Advisors
New York
$339K
IWN
602
Independent Wealth Network
Iowa
$339K +$13.9K +342 +4%
CPA
603
Capital Planning Advisors
California
$338K -$286K -7,014 -46%
WTC
604
WhitTier Trust Company
Nevada
$335K -$4.08K -100 -1%
AFA
605
American Financial Advisors
Georgia
$334K +$77.4K +1,900 +30%
LA
606
Legacy Advisors
Pennsylvania
$333K
IPWA
607
International Private Wealth Advisors
California
$331K -$224K -5,494 -40%
MWM
608
Marion Wealth Management
Pennsylvania
$327K +$21.3K +522 +7%
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$326K -$22.8K -560 -7%
CT
610
Colonial Trust
South Carolina
$326K
VDBMI
611
Van Den Berg Management I
Texas
$324K -$8.27K -203 -2%
HAM
612
Harmony Asset Management
Arizona
$323K -$38.1K -935 -11%
FFW
613
Fusion Family Wealth
New York
$323K +$2.16K +53 +0.7%
OPWM
614
Oakwell Private Wealth Management
Texas
$322K
KCPG
615
Kavar Capital Partners Group
Kansas
$322K
HH
616
Hilltop Holdings
Texas
$320K -$222K -5,452 -41%
EFG
617
Ehrlich Financial Group
California
$320K -$277K -6,793 -46%
PFS
618
Prospera Financial Services
Texas
$319K -$20.6K -506 -6%
VIP
619
Vantage Investment Partners
Missouri
$319K
LFA
620
Laraway Financial Advisors
Minnesota
$317K -$2.45K -60 -0.8%
WAG
621
Wallace Advisory Group
California
$316K +$96.8K +2,154 +44%
PCA
622
Purkiss Capital Advisors
Connecticut
$315K -$243K -5,963 -44%
Marshall Wace
623
Marshall Wace
United Kingdom
$314K +$314K +7,710 New
RWPA
624
Richard W. Paul & Associates
Michigan
$313K -$71.5K -1,754 -19%
HPC
625
HM Payson & Co
Maine
$312K +$36.8K +902 +13%