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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
AR
701
Apeiron RIA
Texas
$286K +$21.7K +465 +9%
NCM
702
Noesis Capital Mangement
Florida
$281K
MGIA
703
Moneta Group Investment Advisors
Missouri
$281K -$14.2K -304 -5%
FPAS
704
Focus Partners Advisor Solutions
Missouri
$281K -$6.06K -130 -2%
SPA
705
Sentinel Pension Advisors
Massachusetts
$280K +$1.35K +29 +0.5%
SC
706
Sapient Capital
Indiana
$276K
UAG
707
United Advisor Group
Ohio
$276K -$15.7K -336 -5%
CAAS
708
Capital Asset Advisory Services
Michigan
$275K -$94.5K -2,026 -26%
Q1WB
709
Quest 10 Wealth Builders
Virginia
$273K +$7.18K +154 +3%
MAMG
710
Milestone Asset Management Group
Connecticut
$271K +$513 +11 +0.2%
AFTS
711
American Financial & Tax Strategies
New York
$269K -$11.1K -239 -4%
MWM
712
Mascagni Wealth Management
Mississippi
$269K +$7.28K +156 +3%
SFC
713
Strategic Financial Concepts
Texas
$268K -$27.1M -581,939 -99%
EWA
714
EverSource Wealth Advisors
Alabama
$267K -$85.9K -1,842 -24%
RCAG
715
Rehmann Capital Advisory Group
Michigan
$266K
SI
716
Stirlingshire Investments
New York
$266K +$265K +5,680 New
IF
717
Ironwood Financial
Arizona
$266K +$47 +1 +0%
AWA
718
Acorn Wealth Advisors
Michigan
$266K +$8.63K +185 +3%
BC
719
Brio Consultants
California
$265K -$46.8K -1,003 -15%
CA
720
Continuum Advisory
Idaho
$264K -$9.61K -206 -4%
RMF
721
Red Mountain Financial
Colorado
$262K +$20.5K +440 +9%
RBFC
722
Roman Butler Fullerton & Co
Missouri
$261K -$8.3K -178 -3%
ORG
723
Optimist Retirement Group
Washington
$260K +$233 +5 +0.1%
NWMG
724
National Wealth Management Group
Ohio
$259K +$933 +20 +0.4%
PA
725
PSI Advisors
Florida
$258K +$513 +11 +0.2%