SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF

876 hedge funds and large institutions have $8.08B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 372 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.3M
2 +$62.6M
3 +$54.3M
4
LPL Financial
LPL Financial
California
+$41.2M
5
AssetMark Inc
AssetMark Inc
California
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Congress Wealth Management
Massachusetts
$25.4M
Corient Private Wealth
52
Corient Private Wealth
Florida
$24.9M
SFC
53
Strategic Financial Concepts
Texas
$24.4M
CFG
54
Compton Financial Group
Maryland
$24.4M
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$24.2M
FEG
56
Fund Evaluation Group
Ohio
$23.9M
AWE
57
Avidian Wealth Enterprises
Texas
$23.3M
DJSG
58
D.J. St. Germain
Massachusetts
$23M
ST
59
Spinnaker Trust
Maine
$22.9M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$22.5M
ODIJL
61
One Day In July LLC
Vermont
$22.1M
BS
62
Banco Santander
Spain
$21.4M
AWM
63
Avior Wealth Management
Nebraska
$21.2M
Mariner
64
Mariner
Kansas
$21.1M
RWM
65
RKL Wealth Management
Pennsylvania
$20.4M
MFS
66
McNamara Financial Services
Massachusetts
$19M
GWAG
67
Garrett Wealth Advisory Group
Texas
$18.7M
OC
68
Oarsman Capital
Wisconsin
$18.4M
BF
69
BOK Financial
Oklahoma
$18.1M
MFG
70
Merit Financial Group
Georgia
$17.1M
LFPWM
71
Leicht Financial Planning & Wealth Management
New Jersey
$16.6M
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$16.5M
IPW
73
Impact Partnership Wealth
Georgia
$16.4M
ACG
74
Allen Capital Group
Nebraska
$16.3M
FGC
75
Financial Gravity Companies
Texas
$16.2M