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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

878 hedge funds and large institutions have $7.89B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 351 increasing their positions, 345 reducing their positions, and 80 closing their positions.

Holders
878
Holders Change
-37
Holders Change %
-4.04%
% of All Funds
11.93%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.65%
New
63
Increased
351
Reduced
345
Closed
80
Calls
$2.57M
Puts
$193K
Net Calls
+$2.38M
Net Calls Change
-$1.18M

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
WFPG
51
Waller Financial Planning Group
Ohio
$27.2M 668,273 -144,084 -18%
OWP
52
Obermeyer Wealth Partners
Colorado
$26.2M 642,354 -41,026 -6%
AssetMark Inc
53
AssetMark Inc
California
$25.4M 623,097 -200,343 -24%
CBT
54
Crews Bank & Trust
Florida
$25.2M 617,736 +14,220 +2%
PWA
55
Peterson Wealth Advisors
Utah
$24.8M 682,022 -58 -0%
FFN
56
Focus Financial Network
Minnesota
$24.8M 609,513 +10,595 +2%
HFS
57
Hughes Financial Services
Virginia
$24.6M 602,705 -8,599 -1%
GLA
58
Good Life Advisors
Pennsylvania
$23.7M 582,288 +27,822 +5%
Corient Private Wealth
59
Corient Private Wealth
Florida
$23M 563,324 -16,710 -3%
AF
60
Abound Financial
California
$22.9M 562,256 +29,437 +6%
CFG
61
Compton Financial Group
Maryland
$22.8M 558,328 +558,328 New
FCAS
62
First Command Advisory Services
Texas
$22.7M 557,255 +79,041 +17%
FEG
63
Fund Evaluation Group
Ohio
$22.7M 556,695 -2,014,590 -78%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$22.1M 541,691 -216,001 -29%
Mariner
65
Mariner
Kansas
$21.7M 532,979 -16,539 -3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$20.7M 507,130 +61 +0%
GAG
67
GM Advisory Group
New York
$20.4M 501,307 +38,164 +8%
AWM
68
Avior Wealth Management
Nebraska
$19.8M 484,962 +9,668 +2%
DJSG
69
D.J. St. Germain
Massachusetts
$19.2M 471,224 +39,282 +9%
GWAG
70
Garrett Wealth Advisory Group
Texas
$19.2M 470,879 +24,553 +6%
MFS
71
McNamara Financial Services
Massachusetts
$18.1M 444,075 -717 -0.2%
SC
72
Savant Capital
Illinois
$17.6M 432,259 -191,754 -31%
FHA
73
Flagship Harbor Advisors
Massachusetts
$17.1M 419,263 +83,425 +25%
RWM
74
RKL Wealth Management
Pennsylvania
$16.8M 411,535 +259,705 +171%
ODIJL
75
One Day In July LLC
Vermont
$16.8M 411,441 +80,281 +24%
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