SPSM icon

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 %
PCG
651
Prosperity Consulting Group
Maryland
$260K -$7.11K -167 -3%
VWM
652
VCI Wealth Management
Missouri
$259K +$259K +6,084 New
TFGT
653
TS Financial Group (TSFG)
Illinois
$257K +$298 +7 +0.1%
Kovitz Investment Group Partners
654
Kovitz Investment Group Partners
Illinois
$257K +$12.5K +294 +5%
KMWM
655
Keudell/Morrison Wealth Management
Oregon
$256K -$46.4K -1,090 -15%
MAM
656
MMA Asset Management
Pennsylvania
$255K +$1.92K +45 +0.8%
AFTS
657
American Financial & Tax Strategies
New York
$255K +$1.7K +40 +0.7%
SPA
658
Sentinel Pension Advisors
Massachusetts
$252K +$1.11K +26 +0.4%
ATC
659
Argent Trust Co
Tennessee
$252K +$6.94K +163 +3%
UAG
660
United Advisor Group
Ohio
$249K +$249K +5,856 New
SC
661
Sapient Capital
Indiana
$248K -$22.5K -527 -8%
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$246K -$94.7K -2,223 -28%
TFS
663
Thoroughbred Financial Services
Tennessee
$244K – – –
GT
664
Glenview Trust
Kentucky
$243K +$29.3K +688 +14%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$242K +$1.79K +42 +0.7%
PAS
666
PKS Advisory Services
New York
$242K +$242K +5,672 New
DWAM
667
Duncan Williams Asset Management
Tennessee
$240K +$85 +2 +0%
CI
668
CX Institutional
Indiana
$239K +$1.96K +46 +0.8%
ORG
669
Optimist Retirement Group
Washington
$236K +$213 +5 +0.1%
AWM
670
Angeles Wealth Management
California
$236K -$11.1K -260 -4%
RBFC
671
Roman Butler Fullerton & Co
Missouri
$234K -$19.3K -439 -8%
PA
672
PSI Advisors
Florida
$233K -$7.24M -170,055 -97%
BFA
673
Beaumont Financial Advisors
Massachusetts
$233K +$233K +5,477 New
HSG
674
Helen Stephens Group
Texas
$232K +$980 +23 +0.4%
CWM
675
Cranbrook Wealth Management
Michigan
$230K +$26.8K +629 +13%
25 26
27
28 29