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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

865 hedge funds and large institutions have $8.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 365 increasing their positions, 304 reducing their positions, and 74 closing their positions.

Holders
865
Holders Change
-13
Holders Change %
-1.48%
% of All Funds
11.62%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
84
Increased
365
Reduced
304
Closed
74
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

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 Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Congress Wealth Management
Massachusetts
$25.4M 596,772 -517,429 -46%
SFC
52
Strategic Financial Concepts
Texas
$24.4M 573,588 +425,984 +289%
CFG
53
Compton Financial Group
Maryland
$24.4M 572,287 +13,959 +3%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$24.2M 567,592 +25,901 +5%
FEG
55
Fund Evaluation Group
Ohio
$23.9M 562,073 +5,378 +1%
AWE
56
Avidian Wealth Enterprises
Texas
$23.3M 547,383 +205,154 +60%
DJSG
57
D.J. St. Germain
Massachusetts
$23M 539,269 +68,045 +14%
ST
58
Spinnaker Trust
Maine
$22.9M 538,532 -280,911 -34%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$22.5M 528,971 +21,841 +4%
ODIJL
60
One Day In July LLC
Vermont
$22.1M 518,163 +106,722 +26%
BS
61
Banco Santander
Spain
$21.4M 503,220 +219,241 +77%
AWM
62
Avior Wealth Management
Nebraska
$21.2M 496,579 +11,617 +2%
Mariner
63
Mariner
Kansas
$21.1M 494,130 -38,849 -7%
RWM
64
RKL Wealth Management
Pennsylvania
$20.4M 477,974 +66,439 +16%
MFS
65
McNamara Financial Services
Massachusetts
$19M 446,464 +2,389 +0.5%
GWAG
66
Garrett Wealth Advisory Group
Texas
$18.7M 439,917 -30,962 -7%
OC
67
Oarsman Capital
Wisconsin
$18.4M 431,350 +85,761 +25%
BF
68
BOK Financial
Oklahoma
$18.1M 425,900 +425,425 +89,563%
MFG
69
Merit Financial Group
Georgia
$17.1M 402,331 -368,735 -48%
LFPWM
70
Leicht Financial Planning & Wealth Management
New Jersey
$16.6M 390,289 +5,333 +1%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$16.5M 388,278 -1,244,004 -76%
IPW
72
Impact Partnership Wealth
Georgia
$16.4M 385,013 +34,329 +10%
ACG
73
Allen Capital Group
Nebraska
$16.3M 383,192 +21,379 +6%
FGC
74
Financial Gravity Companies
Texas
$16.2M 380,771 +380,771 New
BSWM
75
Boston Standard Wealth Management
Massachusetts
$15.9M 374,051 +38,225 +11%
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