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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
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
626
Synovus Financial
Georgia
$287K +$128 +3 +0%
APP
627
Avantax Planning Partners
Iowa
$286K – – –
4WM
628
49 Wealth Management
Texas
$285K -$4.56M -107,121 -94%
UWM
629
USAdvisors Wealth Management
Minnesota
$285K +$6.05K +142 +2%
S
630
Sunpointe
Missouri
$285K -$668K -15,671 -70%
SIC
631
Salem Investment Counselors
North Carolina
$284K – – –
JFG
632
JDM Financial Group
Texas
$284K +$43 +1 +0%
First Trust Advisors
633
First Trust Advisors
Illinois
$283K +$9.37K +220 +3%
AAS
634
Ameritas Advisory Services
Nebraska
$282K -$154K -3,621 -35%
HPA
635
High Probability Advisors
New York
$278K +$18.1K +425 +7%
IF
636
Intrua Financial
Texas
$278K +$42.1K +989 +18%
FDDB
637
Fidelity D&D Bancorp
Pennsylvania
$278K +$278K +6,518 New
GAG
638
GM Advisory Group
New York
$278K -$21.1M -494,791 -99%
SPAS
639
Spectrum Planning & Advisory Services
California
$274K +$274K +6,434 New
MWM
640
MBE Wealth Management
Wisconsin
$274K -$2.17K -51 -0.8%
VPWA
641
Vestia Personal Wealth Advisors
Indiana
$273K -$9.16K -215 -3%
SWTS
642
Stonehaven Wealth & Tax Solutions
Wisconsin
$268K -$31.6K -741 -11%
MBI
643
May Barnhard Investments
Maryland
$267K -$596 -14 -0.2%
AIM
644
Acropolis Investment Management
Missouri
$267K – – –
AC
645
AIFG Consultants
New York
$265K -$21.3K -500 -7%
BWA
646
Burt Wealth Advisors
Maryland
$265K – – –
KP
647
Keel Point
Alabama
$264K -$8.65K -203 -3%
DE
648
Diversified Enterprises
Delaware
$264K -$32.7K -768 -11%
KWM
649
Keebeck Wealth Management
Illinois
$263K – – –
MSAM
650
Moloney Securities Asset Management
Missouri
$260K -$160K -3,765 -38%
24 25
26
27 28