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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 Holding Trade Value Shares
Change 		Shares
Change %
ICM
851
Islay Capital Management
Texas
$2K – – –
CJH
852
Christopher J. Hasenberg
Wisconsin
$1.75K – – –
NMG
853
New Millennium Group
Utah
$1.62K – – –
CCMW
854
Cypress Capital Management (Wyoming)
Wyoming
$1.62K +$1.62K +38 New
DRP
855
Decker Retirement Planning
Utah
$1.58K +$1.58K +37 New
RDFA
856
Ritter Daniher Financial Advisory
Ohio
$1.45K – – –
BNP Paribas Financial Markets
857
BNP Paribas Financial Markets
France
$1.28K +$1.28K +30 New
CPBTD
858
Central Pacific Bank - Trust Division
Hawaii
$1.19K – – –
BBHC
859
Brown Brothers Harriman & Co
New York
$1.07K -$160K -3,750 -99%
HFS
860
Hantz Financial Services
Michigan
$1K – – –
DFA
861
DHJJ Financial Advisors
Illinois
$938 – – –
FGA
862
Fortis Group Advisors
New Jersey
$809 – – –
TPWA
863
Twin Peaks Wealth Advisors
California
$802 +$802 +18 New
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
$684 -$5.09K -119 -88%
TC
865
Truvestments Capital
Florida
$426 – – –
NC
866
NewSquare Capital
Pennsylvania
$256 – – –
SOAMC
867
Spirit of America Management Corp
New York
$185 – – –
BWL
868
Bogart Wealth LLC
Virginia
$85 – – –
SWA
869
SOA Wealth Advisors
New York
$43 -$1.33K -31 -97%
KA
870
Kozak & Associates
Colorado
$7 -$1.51K -40 Closed
PI
871
Pachira Investments
California
– -$7.84M -193,066 Closed
FCI
872
Financial Counselors Inc
Kansas
– -$5.82M -142,817 Closed
ARC
873
Advisor Resource Council
Texas
– -$5.5M -137,440 Closed
CFLC
874
California First Leasing Corp
California
– -$4.22M -103,485 Closed
SFI
875
SPC Financial Inc
Maryland
– -$3.48M -85,347 Closed
33 34
35
36 37