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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
CIAS
776
Capital Investment Advisory Services
North Carolina
$212K -$10.7K -230 -5%
PFA
777
Professional Financial Advisors
Nebraska
$211K -$1.49K -32 -0.7%
GT
778
Glenview Trust
Kentucky
$211K
MFT
779
Moisand Fitzgerald Tamayo
Florida
$210K -$4.99K -107 -2%
CV
780
Counterweight Ventures
North Carolina
$210K
ACI
781
Alpha Cubed Investments
California
$210K +$209K +4,489 New
PVI
782
Pine Valley Investments
New Jersey
$210K +$700 +15 +0.3%
GWAM
783
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K -$8.63K -185 -4%
CWM
784
CCG Wealth Management
California
$209K +$208K +4,460 New
GA
785
GSG Advisors
New Jersey
$208K
PWM
786
Power Wealth Management
Georgia
$208K
HI
787
Horizon Investments
North Carolina
$205K +$96.2K +2,063 +89%
FA
788
FSA Advisors
Michigan
$203K +$202K +4,334 New
OWCM
789
One Wealth Capital Management
Arizona
$203K +$202K +4,333 New
FF
790
Fox Financial
Pennsylvania
$203K -$28.8K -618 -13%
CAL
791
Capital Advisors Ltd
Ohio
$202K +$138K +2,953 +200%
WBCM
792
Wilson & Boucher Capital Management
California
$201K +$201K +4,300 New
EWM
793
Elevation Wealth Management
Minnesota
$201K +$200K +4,282 New
IBOK
794
Independence Bank of Kentucky
Kentucky
$198K
TPCW
795
TD Private Client Wealth
New York
$183K -$2.98K -64 -2%
HBW
796
Hazlett, Burt & Watson
West Virginia
$182K +$68.3K +1,465 +61%
EWM
797
Evolution Wealth Management
Florida
$181K +$115K +2,468 +177%
S
798
Sachetta
Massachusetts
$170K
TH
799
TCTC Holdings
Texas
$165K
SAM
800
S.A. Mason
Michigan
$164K +$28.7K +615 +21%