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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

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

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
676
Curi RMB Capital
Illinois
$247K -$256K -6,272 -51%
TPW
677
Talon Private Wealth
Florida
$246K +$81K +1,859 +49%
TFGT
678
TS Financial Group (TSFG)
Illinois
$246K +$245 +6 +0.1%
EWA
679
EverSource Wealth Advisors
Alabama
$245K -$121K -2,971 -33%
NCM
680
Noesis Capital Mangement
Florida
$245K -$734 -18 -0.3%
NCM
681
Northwest Capital Management
Oregon
$244K +$81K +1,988 +50%
MAM
682
MMA Asset Management
Pennsylvania
$242K +$242K +5,943 New
AFTS
683
American Financial & Tax Strategies
New York
$242K -$4.08K -100 -2%
SPA
684
Sentinel Pension Advisors
Massachusetts
$240K -$3.79K -93 -2%
AWA
685
Amplius Wealth Advisors
Pennsylvania
$238K -$27K -663 -10%
AWM
686
Angeles Wealth Management
California
$237K +$8.03K +197 +4%
OCM
687
One Capital Management
California
$236K -$5.38K -132 -2%
ATC
688
Argent Trust Co
Tennessee
$234K -$6.16K -151 -3%
TFS
689
Thoroughbred Financial Services
Tennessee
$234K -$176K -4,325 -43%
Kovitz Investment Group Partners
690
Kovitz Investment Group Partners
Illinois
$234K +$5.63K +138 +2%
DWAM
691
Duncan Williams Asset Management
Tennessee
$230K +$230K +5,637 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$229K +$4.36K +107 +2%
CI
693
CX Institutional
Indiana
$227K +$227K +5,558 New
IF
694
Intrua Financial
Texas
$226K -$14.1K -346 -6%
ORG
695
Optimist Retirement Group
Washington
$226K +$163 +4 +0.1%
SCM
696
Shapiro Capital Management
Georgia
$224K -$632K -15,500 -74%
NWMG
697
National Wealth Management Group
Ohio
$224K -$3.51K -86 -2%
HSG
698
Helen Stephens Group
Texas
$221K +$1.51K +37 +0.7%
IF
699
Ironwood Financial
Arizona
$220K +$10.4K +255 +5%
NS
700
NBC Securities
Alabama
$219K +$219K +5,379 +107,580%
26 27
28
29 30