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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

868 hedge funds and large institutions have $8.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 367 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
11.65%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
85
Increased
367
Reduced
304
Closed
74
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$249K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
776
Transce3nd
Texas
$29.4K +$7.33K +172 +33%
CSC
777
Caldwell Sutter Capital
California
$29.3K – – –
CB
778
Community Bank
New York
$28.8K +$1.66K +39 +6%
RIL
779
Rothschild Investment LLC
Illinois
$28.7K – – –
EWP
780
Elevation Wealth Partners
California
$28.5K – – –
BTI
781
Blue Trust Inc
Georgia
$26K -$154K -3,608 -86%
CWM
782
Copia Wealth Management
Oregon
$25.8K – – –
JGIA
783
Jackson Grant Investment Advisers
Connecticut
$25.4K +$85 +2 +0.3%
BC
784
Barrett & Company
Rhode Island
$23.9K – – –
NSIM
785
North Star Investment Management
Illinois
$23.9K +$128 +3 +0.5%
BA
786
Bellwether Advisors
Nebraska
$23.9K – – –
GKIM
787
GW&K Investment Management
Massachusetts
$23K – – –
TCOT
788
Trust Company of Toledo
Ohio
$22.7K +$22.7K +533 New
PMFA
789
Plante Moran Financial Advisors
Michigan
$21.9K +$852 +20 +4%
MWM
790
MGB Wealth Management
Texas
$21.3K -$488K -11,440 -96%
CFFP
791
Center for Financial Planning
Michigan
$21.3K – – –
AC
792
AlphaCore Capital
California
$21.2K +$21K +494 +16,467%
CAM
793
Creekmur Asset Management
Illinois
$19.9K +$19.9K +467 New
AWM
794
Atticus Wealth Management
Florida
$18.7K +$3.49K +82 +23%
SIC
795
SJS Investment Consulting
Ohio
$18.1K – – –
GWSA
796
Global Wealth Strategies & Associates
Colorado
$17.3K – – –
WB
797
Webster Bank
Connecticut
$17K – – –
Russell Investments Group
798
Russell Investments Group
United Kingdom
$17K -$4.22K -99 -20%
RF
799
Rossby Financial
Florida
$15.7K +$4.73K +111 +43%
RIA
800
Realta Investment Advisors
Delaware
$15.6K -$4.82K -113 -24%
30 31
32
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