We are live on ! Find out more
SPSM icon

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
BA
826
Ballast Advisors
Minnesota
$90.8K -$19.1K -410 -17%
SMA
827
Sage Mountain Advisors
Georgia
$85.4K
SWM
828
Spire Wealth Management
Virginia
$85K
AA
829
Ancora Advisors
Ohio
$84.9K
NL
830
Navalign LLC
California
$75.8K +$75.5K +1,618 New
JWA
831
JFS Wealth Advisors
Pennsylvania
$73.1K +$5.92K +127 +9%
BCWM
832
Bartlett & Co Wealth Management
Ohio
$72.3K
HWA
833
HHM Wealth Advisors
Tennessee
$72K +$466 +10 +0.7%
GI
834
GAMMA Investing
California
$70.2K
SS
835
Sunbelt Securities
Texas
$68.7K
IAS
836
IMA Advisory Services
Colorado
$67.7K
AP
837
Atwood & Palmer
Missouri
$64.9K
RIA
838
Realta Investment Advisors
Delaware
$64.7K +$17.7K +380 +38%
QCG
839
Quadrant Capital Group
Ohio
$63.1K
ANBT
840
American National Bank & Trust
Texas
$62.8K -$886 -19 -1%
PWAM
841
Private Wealth Asset Management
Iowa
$61.6K
AIP
842
Alexis Investment Partners
Texas
$60K
CT
843
Clearstead Trust
Maine
$55.9K +$18.6K +399 +50%
PA
844
Parallel Advisors
California
$55.2K +$4.8K +103 +10%
RFP
845
Root Financial Partners
California
$55K -$8.49K -182 -13%
OCM
846
Orion Capital Management
California
$53.9K -$14.9K -320 -22%
MIA
847
MeadowBrook Investment Advisors
Michigan
$53.9K
CTC
848
Central Trust Company
Missouri
$50.4K
AUB
849
Atlantic Union Bankshares
Virginia
$48.9K +$140 +3 +0.3%
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$48.5K +$46.6K +1,000 +2,941%