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State Street SPDR Portfolio S&P 600 Small Cap ETF

965 hedge funds and large institutions have $9.83B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 376 increasing their positions, 337 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$319K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
726
Summit Wealth Group (Colorado)
Colorado
$250K
CWM
727
Cranbrook Wealth Management
Michigan
$249K
AWMI
728
Aegis Wealth Management (Iowa)
Iowa
$249K
BFA
729
Beaumont Financial Advisors
Massachusetts
$248K
TAM
730
Townsend Asset Management
North Carolina
$248K
AC
731
AIFG Consultants
New York
$248K
MSFS
732
Main Street Financial Solutions
Pennsylvania
$248K
SYBT
733
Stock Yards Bank & Trust
Kentucky
$246K
TVM
734
True Vision MN
Minnesota
$246K
PCL
735
PCB Capital LLC
New Jersey
$245K
VCP
736
Verus Capital Partners
Arizona
$245K
BWM
737
Bernard Wealth Management
Michigan
$244K
TWM
738
Trinity Wealth Management
Pennsylvania
$244K
CFP
739
Cypress Financial Planning
New Jersey
$243K
WIC
740
Whitegate Investment Counselors
New Hampshire
$242K
PWS
741
Precision Wealth Strategies
Missouri
$238K
RPA
742
Rock Point Advisors
Vermont
$235K
ECM
743
Evergreen Capital Management
Washington
$235K
MLRA
744
Main Line Retirement Advisors
Montana
$234K
DWT
745
Dorsey & Whitney Trust
South Dakota
$233K
DFA
746
Davies Financial Advisors
California
$233K
NW
747
NewEdge Wealth
Pennsylvania
$233K
KLI
748
Kelman-Lazarov Inc
Tennessee
$233K
W
749
Wealthquest
Ohio
$232K
YIA
750
YHB Investment Advisors
Connecticut
$231K