SPSM icon

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 %
BDPWM
801
Barnes Dennig Private Wealth Management
Ohio
$15.4K +$15.4K +362 New
AWM
802
AllSquare Wealth Management
New York
$15.2K – – –
WIM
803
Westside Investment Management
California
$14.7K – – –
VWM
804
Vermillion Wealth Management
Minnesota
$14.7K +$43 +1 +0.3%
SS
805
SBI Securities
Japan
$14.1K +$1.58K +37 +13%
EWM
806
EPG Wealth Management
Georgia
$13.6K +$85 +2 +0.6%
HR
807
Howe & Rusling
New York
$13.2K +$9.03K +212 +219%
BI
808
Binnacle Investments
Iowa
$12.8K – – –
ADL
809
Asset Dedication LLC
California
$11.9K +$6.35K +149 +115%
SHF
810
Safe Harbor Fiduciary
Florida
$11.8K +$3.03K +71 +34%
MAWAG
811
Mid-American Wealth Advisory Group
Missouri
$11K +$11K +259 New
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9K – – –
AAP
813
Arax Advisory Partners
Colorado
$10.8K – – –
NRWA
814
North Ridge Wealth Advisors
Oregon
$10.5K +$10.5K +247 New
CWM
815
Centricity Wealth Management
Ohio
$10.4K – – –
CT
816
Clearstead Trust
Maine
$10.2K +$10.2K +240 New
FFL
817
Financial Freedom LLC
Ohio
$9.84K – – –
JGCM
818
Joseph Group Capital Management
Ohio
$9.67K +$9.67K +227 New
CA
819
Centerpoint Advisors
Massachusetts
$9K – – –
Qube Research & Technologies (QRT)
820
Qube Research & Technologies (QRT)
United Kingdom
$8.9K +$8.9K +209 New
OWP
821
ORG Wealth Partners
Texas
$8.69K – – –
CAM
822
Costello Asset Management
Pennsylvania
$8.52K +$8.52K +200 New
C
823
Covestor
United Kingdom
$8K +$6.36K +140 +389%
BOJHT
824
Bank of Jackson Hole Trust
Wyoming
$7.97K +$7.97K +187 New
RPA
825
Redwood Park Advisors
California
$7.96K +$43 +1 +0.5%
31 32
33
34 35