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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
GF
801
GGM Financials
Ohio
$158K -$1.45K -31 -0.9%
PPC
802
Park Place Capital
Alabama
$158K +$746 +16 +0.5%
NFSG
803
Newbridge Financial Services Group
Florida
$146K
GTAM
804
Global Trust Asset Management
Florida
$140K +$140K +2,998 New
SIS
805
Sound Income Strategies
Florida
$140K +$50K +1,072 +62%
CIA
806
Cape Investment Advisory
Georgia
$139K +$30.7K +659 +29%
MAFA
807
MJT & Associates Financial Advisory
Minnesota
$138K
UBS AM
808
UBS AM
Illinois
$135K +$135K +2,890 New
SGK
809
Steigerwald Gordon & Koch
Virginia
$127K
JGCM
810
Joseph Group Capital Management
Ohio
$127K +$839 +18 +0.7%
IIM
811
IFC & Insurance Marketing
California
$125K +$124K +2,668 New
GEA
812
Glen Eagle Advisors
New Jersey
$123K -$58.4K -1,253 -32%
PAG
813
Paladin Advisory Group
Iowa
$119K -$16.8K -360 -12%
DWM
814
Dogwood Wealth Management
Kansas
$118K -$4.24K -91 -3%
PFM
815
Phillips Financial Management
Indiana
$116K
SWP
816
SIMA Wealth Partners
Virginia
$115K
WT
817
Whittier Trust
California
$113K
SAG
818
SageView Advisory Group
California
$112K +$112K +2,392 New
GWSG
819
GPS Wealth Strategies Group
Colorado
$103K -$1.67M -35,864 -94%
TWM
820
Topsail Wealth Management
North Carolina
$102K +$46.6K +1,000 +85%
MWA
821
Medallion Wealth Advisors
Connecticut
$101K -$2.05K -44 -2%
AWM
822
Abound Wealth Management
Tennessee
$98.7K
ST
823
Smithfield Trust
Pennsylvania
$93K +$11.7K +250 +14%
RPC
824
Rossmore Private Capital
Connecticut
$92.3K +$14K +300 +18%
MB
825
MidFirst Bank
Oklahoma
$91.8K +$91.4K +1,960 New