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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
DJSG
51
D.J. St. Germain
Massachusetts
$30.1M +$1.67M +35,821 +6%
VC
52
Vicus Capital
Pennsylvania
$29.4M +$8.18M +175,402 +39%
BF
53
BOK Financial
Oklahoma
$29.3M +$2.2M +47,105 +8%
RWM
54
RKL Wealth Management
Pennsylvania
$28.7M +$4.39M +94,168 +18%
CFG
55
Compton Financial Group
Maryland
$28.4M +$896K +19,207 +3%
KW
56
KWB Wealth
California
$28.3M +$19.8M +425,076 +238%
AF
57
Abound Financial
California
$27.4M -$1.63M -34,959 -6%
UCFA
58
United Capital Financial Advisors
Texas
$27.3M +$7.95M +170,490 +41%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$26.4M -$1.51M -32,317 -6%
BAM
60
Berkshire Asset Management
Pennsylvania
$26.4M +$8.47M +181,708 +48%
AWM
61
Avior Wealth Management
Nebraska
$25.3M +$977K +20,959 +4%
GT
62
Greenleaf Trust
Michigan
$25.3M +$23.2M +498,307 +1,202%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$25M -$1.23M -26,392 -5%
CBT
64
Crews Bank & Trust
Florida
$24.3M -$3.95M -84,599 -14%
ST
65
Spinnaker Trust
Maine
$24.1M -$263K -5,645 -1%
Mariner
66
Mariner
Kansas
$23.6M +$918K +19,695 +4%
OC
67
Oarsman Capital
Wisconsin
$23M +$1.1M +23,637 +5%
Lido Advisors
68
Lido Advisors
California
$22.2M +$315K +6,748 +1%
GWAG
69
Garrett Wealth Advisory Group
Texas
$21.8M +$599K +12,840 +3%
FEG
70
Fund Evaluation Group
Ohio
$21.3M -$6.01M -128,883 -22%
LEA
71
Legacy Edge Advisors
New York
$21.1M +$21M +450,872 New
EFA
72
Evernest Financial Advisors
Indiana
$20.6M +$11.1M +237,452 +146%
FHA
73
Flagship Harbor Advisors
Massachusetts
$19.9M +$4.09M +87,596 +26%
JP Morgan Chase
74
JP Morgan Chase
New York
$19M -$567K -12,154 -3%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$18.8M +$18.7M +401,200 New