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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
DWT
751
Dorsey & Whitney Trust
South Dakota
$233K
DFA
752
Davies Financial Advisors
California
$233K -$515K -11,038 -69%
NW
753
NewEdge Wealth
Pennsylvania
$233K +$232K +4,974 New
KLI
754
Kelman-Lazarov Inc
Tennessee
$233K -$979 -21 -0.4%
W
755
Wealthquest
Ohio
$232K +$231K +4,953 New
YIA
756
YHB Investment Advisors
Connecticut
$231K +$230K +4,939 New
LC
757
Lavaca Capital
Texas
$230K +$163K +3,487 +246%
SPC
758
Sigma Planning Corp
Michigan
$230K -$43.7K -938 -16%
AMCA
759
Arthur M. Cohen & Associates
Illinois
$230K +$1.12K +24 +0.5%
SEIA
760
Signature Estate & Investment Advisors
California
$229K +$228K +4,884 New
SHWM
761
Smith & Howard Wealth Management
Georgia
$229K +$227K +4,878 New
FIA
762
Foundations Investment Advisors
Arizona
$228K -$72.8K -1,561 -24%
SWP
763
Strategic Wealth Partners
Ohio
$225K -$57.4K -1,231 -20%
HFA
764
High Falls Advisors
New York
$224K
PFA
765
Pettinga Financial Advisors
Indiana
$224K +$223K +4,778 New
EA
766
Eclectic Associates
California
$223K +$222K +4,757 New
AT
767
Arlington Trust
Alabama
$222K
MWM
768
Marion Wealth Management
Pennsylvania
$221K -$2.8K -60 -1%
HW
769
Hamilton Wealth
California
$221K +$220K +4,721 New
M
770
MATAURO
New York
$220K +$1.07K +23 +0.5%
SG
771
Stanich Group
New York
$219K -$513 -11 -0.2%
RBA
772
Richard Bernstein Advisors
New York
$216K -$40.6K -870 -16%
AIP
773
Ameritas Investment Partners
Nebraska
$215K +$5.78K +124 +3%
KFS
774
Kelly Financial Services
Massachusetts
$214K -$81.3K -1,744 -28%
BWP
775
Burling Wealth Partners
Illinois
$213K -$10.1K -217 -5%