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.

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 Market Value Shares Shares
Change 		Shares
Change %
HWM
826
Horizons Wealth Management
North Carolina
$6.99K 164 – –
RFG
827
REAP Financial Group
Texas
$6.86K 161 – –
BA
828
Bristlecone Advisors
Washington
$6.69K 157 – –
IHWM
829
Iron Horse Wealth Management
Iowa
$6.56K 154 – –
WWM
830
Woodside Wealth Management
Massachusetts
$6.35K 149 +5 +3%
HIA
831
HFM Investment Advisors
New Jersey
$6.2K 145 +1 +0.7%
QWM
832
Quaker Wealth Management
New Jersey
$6.14K 144 +144 New
OC
833
Oakworth Capital
Alabama
$5.88K 138 +138 New
FFA
834
Frazier Financial Advisors
Ohio
$5.77K 135 – –
LIS
835
Legacy Investment Solutions
Idaho
$5.7K 134 +134 New
LWMI
836
Legacy Wealth Management (Idaho)
Idaho
$5.7K 134 +134 New
AGWCA
837
Annis Gardner Whiting Capital Advisors
Florida
$5.62K 132 – –
APW
838
Atlantic Private Wealth
North Carolina
$5.52K 130 +1 +0.8%
1IA
839
1620 Investment Advisors
Massachusetts
$5.37K 126 +95 +306%
AG
840
AmeriFlex Group
Nevada
$5.36K 126 -358 -74%
S
841
SignatureFD
Georgia
$5.09K 119 +4 +3%
WWM
842
Wolff Wiese Magana
California
$4.81K 113 – –
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.47K 105 – –
BIM
844
Breakwater Investment Management
Washington
$3.62K 85 – –
WA
845
WPG Advisers
Maryland
$3.41K 80 – –
WAM
846
WFA Asset Management
Wisconsin
$3.16K 76 – –
ACM
847
Anfield Capital Management
California
$3.07K 72 – –
TCM
848
Tradewinds Capital Management
Washington
$2.51K 59 – –
MMCM
849
Murphy & Mullick Capital Management
New York
$2.13K 50 – –
CPG
850
Cornerstone Planning Group
New Jersey
$2.12K 49 – –
32 33
34
35 36