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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 %
SEA
676
Stegent Equity Advisors
Texas
$229K – – –
FF
677
Fox Financial
Pennsylvania
$227K -$426 -10 -0.2%
SWGC
678
Summit Wealth Group (Colorado)
Colorado
$227K +$227K +5,336 New
TCM
679
Triumph Capital Management
Colorado
$226K -$206K -4,828 -48%
TAM
680
Townsend Asset Management
North Carolina
$225K +$85 +2 +0%
US Bancorp
681
US Bancorp
Minnesota
$225K +$35.8K +841 +19%
MWM
682
Mascagni Wealth Management
Mississippi
$224K +$14.5K +341 +7%
PFA
683
Professional Financial Advisors
Nebraska
$224K -$2.05K -48 -0.9%
MGIA
684
Moneta Group Investment Advisors
Missouri
$224K -$2.22K -52 -1%
W
685
Wealthquest
Ohio
$224K -$1.58M -37,100 -88%
SYBT
686
Stock Yards Bank & Trust
Kentucky
$224K +$224K +5,255 New
CFP
687
Cypress Financial Planning
New Jersey
$222K +$222K +5,212 New
BWM
688
Bernard Wealth Management
Michigan
$222K – – –
IF
689
Ironwood Financial
Arizona
$220K – – –
WIC
690
Whitegate Investment Counselors
New Hampshire
$220K -$4.39K -103 -2%
RMF
691
Red Mountain Financial
Colorado
$218K +$682 +16 +0.3%
CAAS
692
Capital Asset Advisory Services
Michigan
$218K +$218K +5,040 New
CFD
693
Creative Financial Designs
Indiana
$215K +$17.7K +415 +9%
AR
694
Apeiron RIA
Texas
$215K +$215K +5,052 New
ECM
695
Evergreen Capital Management
Washington
$214K +$214K +5,016 New
DWT
696
Dorsey & Whitney Trust
South Dakota
$212K +$212K +4,981 New
GWAM
697
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K – – –
EFG
698
Elios Financial Group
Ohio
$209K -$3.2K -75 -2%
LJAC
699
L.J. Altfest & Co
New York
$209K -$154K -3,618 -42%
AMCA
700
Arthur M. Cohen & Associates
Illinois
$207K +$207K +4,861 New
26 27
28
29 30