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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
BCM
676
Brookstone Capital Management
Illinois
$311K -$121K -2,584 -28%
UWM
677
USAdvisors Wealth Management
Minnesota
$311K +$3.45K +74 +1%
TFP
678
Tilia Fiduciary Partners
North Carolina
$311K +$309K +6,629 New
EV
679
EJMK Ventures
Illinois
$309K +$307K +6,586 New
JFG
680
JDM Financial Group
Texas
$306K -$5.97K -128 -2%
FDDB
681
Fidelity D&D Bancorp
Pennsylvania
$305K
DWAM
682
Duncan Williams Asset Management
Tennessee
$305K -$17K -364 -6%
WIC
683
Woodmont Investment Counsel
Tennessee
$305K -$53.5K -1,147 -15%
EF
684
Empowered Funds
Pennsylvania
$305K +$303K +6,506 New
MWM
685
MBE Wealth Management
Wisconsin
$304K -$1.12K -24 -0.4%
OSAM
686
O'Shaughnessy Asset Management
Connecticut
$301K +$58.7K +1,259 +24%
SWM
687
Sherman Wealth Management
Maryland
$298K +$296K +6,352 New
OBWG
688
Onyx Bridge Wealth Group
New York
$297K -$32.2K -691 -10%
MBI
689
May Barnhard Investments
Maryland
$296K +$746 +16 +0.3%
SA
690
Sovran Advisors
California
$293K -$69.3K -1,485 -20%
AIM
691
Acropolis Investment Management
Missouri
$293K
PWA
692
PCG Wealth Advisors
Kansas
$292K +$291K +6,230 New
STA
693
Summit Trail Advisors
New York
$291K -$73.2K -1,570 -20%
DE
694
Diversified Enterprises
Delaware
$290K
KWM
695
Keebeck Wealth Management
Illinois
$289K
ATC
696
Argent Trust Co
Tennessee
$289K +$12.5K +269 +5%
PAS
697
PKS Advisory Services
New York
$289K +$287K +6,159 New
AWM
698
Adams Wealth Management
Utah
$287K -$17.5K -375 -6%
CI
699
CacheTech Inc
Utah
$287K -$17.5K -375 -6%
TIAA Trust, National Association
700
TIAA Trust, National Association
North Carolina
$286K -$33K -707 -10%