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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
Betterment LLC
New York
$750M
2
Raymond James Financial
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.02B
4
LPL Financial
LPL Financial
California
$997M
5
AssetMark Inc
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$2.44M
2
RBA
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
701
Stanich Group
New York
$207K -$22.2K -503 -10%
SFG
702
Snider Financial Group
Washington
$204K +$204K +4,779 New
HFA
703
High Falls Advisors
New York
$204K +$204K +4,779 New
AT
704
Arlington Trust
Alabama
$202K – – –
TWM
705
Trinity Wealth Management
Pennsylvania
$202K -$599K -14,054 -75%
CIAS
706
Capital Investment Advisory Services
North Carolina
$201K +$11.9K +280 +6%
MCWS
707
McKinley Carter Wealth Services
West Virginia
$200K +$200K +4,695 New
MFT
708
Moisand Fitzgerald Tamayo
Florida
$199K -$6.13K -144 -3%
AIP
709
Ameritas Investment Partners
Nebraska
$190K -$937 -22 -0.5%
LC
710
Lavaca Capital
Texas
$183K +$62.9K +1,476 +52%
IBOK
711
Independence Bank of Kentucky
Kentucky
$180K – – –
TPCW
712
TD Private Client Wealth
New York
$176K +$15K +351 +9%
MAFA
713
MJT & Associates Financial Advisory
Minnesota
$167K – – –
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$166K +$27.1K +637 +20%
GEA
715
Glen Eagle Advisors
New Jersey
$162K -$272K -6,393 -63%
TPW
716
Talon Private Wealth
Florida
$159K -$81.9K -1,923 -34%
S
717
Sachetta
Massachusetts
$154K +$256 +6 +0.2%
TH
718
TCTC Holdings
Texas
$150K +$103K +2,425 +223%
NEWAS
719
N.E.W. Advisory Services
Wisconsin
$136K -$290K -6,812 -68%
AIM
720
Arcadia Investment Management
Michigan
$134K -$18K -422 -12%
NFSG
721
Newbridge Financial Services Group
Florida
$133K – – –
HI
722
Horizon Investments
North Carolina
$132K +$3.28K +77 +3%
PAG
723
Paladin Advisory Group
Iowa
$123K -$292K -6,846 -70%
BA
724
Ballast Advisors
Minnesota
$119K -$6.13K -144 -5%
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K +$110K +4,675 +4,137%
27 28
29
30 31