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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
MCM
726
MidAtlantic Capital Management
Virginia
$258K
HSG
727
Helen Stephens Group
Texas
$257K +$933 +20 +0.4%
WANY
728
Wealthspire Advisors (New York)
New York
$256K +$7.93K +170 +3%
TFGT
729
TS Financial Group (TSFG)
Illinois
$255K -$12.9K -277 -5%
KFAS
730
Keating Financial Advisory Services
Kansas
$253K +$252K +5,402 New
SEA
731
Stegent Equity Advisors
Texas
$252K
SWGC
732
Summit Wealth Group (Colorado)
Colorado
$250K +$249K +5,336 New
CWM
733
Cranbrook Wealth Management
Michigan
$249K -$11.1K -239 -4%
AWMI
734
Aegis Wealth Management (Iowa)
Iowa
$249K +$248K +5,320 New
BFA
735
Beaumont Financial Advisors
Massachusetts
$248K -$4.29K -92 -2%
TAM
736
Townsend Asset Management
North Carolina
$248K +$93 +2 +0%
AC
737
AIFG Consultants
New York
$248K -$44K -944 -15%
MSFS
738
Main Street Financial Solutions
Pennsylvania
$248K +$247K +5,287 New
SYBT
739
Stock Yards Bank & Trust
Kentucky
$246K
TVM
740
True Vision MN
Minnesota
$246K -$23.8K -510 -9%
PC
741
PCB Capital
New Jersey
$245K +$244K +5,228 New
BWM
742
Bernard Wealth Management
Michigan
$244K
TWM
743
Trinity Wealth Management
Pennsylvania
$244K +$22.2K +475 +10%
CFP
744
Cypress Financial Planning
New Jersey
$243K -$5.88K -126 -2%
WIC
745
Whitegate Investment Counselors
New Hampshire
$242K
PWS
746
Precision Wealth Strategies
Missouri
$238K -$227K -4,870 -49%
VCP
747
Verus Capital Partners
Arizona
$236K +$1.12K +24 +0.5%
RPA
748
Rock Point Advisors
Vermont
$235K +$933 +20 +0.4%
ECM
749
Evergreen Capital Management
Washington
$235K
MLRA
750
Main Line Retirement Advisors
Montana
$234K +$1.17K +25 +0.5%