SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF

878 hedge funds and large institutions have $8.08B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 373 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.3M
2 +$62.6M
3 +$54.3M
4
LPL Financial
LPL Financial
California
+$41.2M
5
AssetMark Inc
AssetMark Inc
California
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWAM
676
Duncan Williams Asset Management
Tennessee
$240K
CI
677
CX Institutional
Indiana
$239K
ORG
678
Optimist Retirement Group
Washington
$236K
AWM
679
Angeles Wealth Management
California
$236K
RBFC
680
Roman Butler Fullerton & Co
Missouri
$234K
PA
681
PSI Advisors
Florida
$233K
BFA
682
Beaumont Financial Advisors
Massachusetts
$233K
HSG
683
Helen Stephens Group
Texas
$232K
CWM
684
Cranbrook Wealth Management
Michigan
$230K
SEA
685
Stegent Equity Advisors
Texas
$229K
FF
686
Fox Financial
Pennsylvania
$227K
SWGC
687
Summit Wealth Group (Colorado)
Colorado
$227K
TCM
688
Triumph Capital Management
Colorado
$226K
TAM
689
Townsend Asset Management
North Carolina
$225K
US Bancorp
690
US Bancorp
Minnesota
$225K
MWM
691
Mascagni Wealth Management
Mississippi
$224K
PFA
692
Professional Financial Advisors
Nebraska
$224K
MGIA
693
Moneta Group Investment Advisors
Missouri
$224K
W
694
Wealthquest
Ohio
$224K
SYBT
695
Stock Yards Bank & Trust
Kentucky
$224K
CFP
696
Cypress Financial Planning
New Jersey
$222K
BWM
697
Bernard Wealth Management
Michigan
$222K
IF
698
Ironwood Financial
Arizona
$220K
WIC
699
Whitegate Investment Counselors
New Hampshire
$220K
RMF
700
Red Mountain Financial
Colorado
$218K