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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
PFG
651
PAX Financial Group
Texas
$343K -$67.9K -1,457 -17%
VDBMI
652
Van Den Berg Management I
Texas
$342K +$8.02K +172 +2%
WF
653
Welch & Forbes
Massachusetts
$340K
WMA
654
William Mack & Associates
Michigan
$340K
MI
655
Moneywise Inc
Virginia
$340K -$36.4K -780 -10%
HFS
656
Hopwood Financial Services
Virginia
$338K +$326 +7 +0.1%
US Bancorp
657
US Bancorp
Minnesota
$334K +$32.7K +702 +11%
First Trust Advisors
658
First Trust Advisors
Illinois
$331K +$8.21K +176 +3%
CFG
659
Carr Financial Group
Massachusetts
$330K -$25.1K -539 -7%
CSIC
660
Clifford Swan Investment Counsel
California
$329K -$50.3K -1,078 -13%
TCM
661
Triumph Capital Management
Colorado
$329K -$35.9K -769 -10%
VPWA
662
Vestia Personal Wealth Advisors
Indiana
$329K +$3.03K +65 +1%
KF
663
Ketron Financial
California
$328K +$327K +7,003 New
IFPG
664
Intrepid Financial Planning Group
Indiana
$327K +$373 +8 +0.1%
PSB
665
Piscataqua Savings Bank
New Hampshire
$327K +$326K +6,980 New
RFS
666
Retirement Financial Solutions
Tennessee
$325K +$1.59K +34 +0.5%
OC
667
Optima Capital
Oregon
$325K +$1.59K +34 +0.5%
NEWAS
668
N.E.W. Advisory Services
Wisconsin
$322K +$169K +3,628 +112%
CA
669
Clune & Associates
Illinois
$320K +$3.45K +74 +1%
APP
670
Avantax Planning Partners
Iowa
$320K +$5.55K +119 +2%
IA
671
Integrity Alliance
Iowa
$316K +$314K +6,741 New
FFA
672
Founders Financial Alliance
North Carolina
$314K -$864K -18,534 -73%
OCA
673
OpenArc Corporate Advisory
Georgia
$313K +$311K +6,669 New
SIC
674
Salem Investment Counselors
North Carolina
$312K
HPA
675
High Probability Advisors
New York
$312K +$32.1K +689 +12%