We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

977 hedge funds and large institutions have $9.87B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 377 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 39

11% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 341

9% more funds holding

Funds holding: 896977 (+81)

9% more capital invested

Capital invested by funds: $9.07B → $9.87B (+$800M)

4.49% more ownership

Funds ownership: 70.87%75.36% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

Holders
977
Holders Change
+81
Holders Change %
+9.04%
% of All Funds
11.89%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
137
Increased
377
Reduced
341
Closed
39
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
601
Security Financial Services
Indiana
$424K -$77.6K -1,665 -16%
PPW
602
Parcion Private Wealth
Washington
$421K
CCWP
603
Cedar Cove Wealth Partners
Minnesota
$416K +$414K +8,872 New
CT
604
Caldwell Trust
Florida
$415K -$8.63K -185 -2%
WFAG
605
Wescott Financial Advisory Group
Pennsylvania
$415K +$413K +8,859 New
AAS
606
Ameritas Advisory Services
Nebraska
$414K +$146K +3,123 +55%
NFP
607
Narus Financial Partners
Utah
$411K -$3.64K -78 -0.9%
IWN
608
Independent Wealth Network
Iowa
$408K +$4.62K +99 +1%
S
609
Sunpointe
Missouri
$404K -$15.9K -342 -4%
GAG
610
GM Advisory Group
New York
$403K +$58.2K +1,247 +17%
WP
611
WealthPLAN Partners
Nebraska
$400K +$2.1K +45 +0.5%
KMWM
612
Keudell/Morrison Wealth Management
Oregon
$400K +$398K +8,532 New
VCA
613
Verdence Capital Advisors
Maryland
$400K -$5.46K -117 -1%
FHC
614
First Heartland Consultants
Missouri
$398K -$2.56K -55 -0.6%
TWP
615
Tyche Wealth Partners
Texas
$397K -$41.6K -893 -10%
TCA
616
Transcend Capital Advisors
New Jersey
$397K +$2K +43 +0.5%
LFA
617
Laraway Financial Advisors
Minnesota
$396K +$36.1K +775 +10%
WTC
618
WhitTier Trust Company
Nevada
$394K -$3.5K -75 -0.9%
HFS
619
Howard Financial Services
Texas
$389K +$178K +3,811 +85%
OE
620
October Effect
Virginia
$389K +$71.4K +1,532 +23%
CWWM
621
Curry Webb Wealth Management
Indiana
$387K +$385K +8,251 New
PWP
622
Precedent Wealth Partners
Texas
$384K -$75K -1,608 -16%
RPGK
623
Retirement Planning Group (Kansas)
Kansas
$380K -$9.79K -210 -3%
CT
624
Colonial Trust
South Carolina
$375K
SG
625
Sankala Group
Colorado
$375K +$346K +7,411 New