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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

878 hedge funds and large institutions have $7.89B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 351 increasing their positions, 345 reducing their positions, and 80 closing their positions.

Holders
878
Holders Change
-37
Holders Change %
-4.04%
% of All Funds
11.93%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.65%
New
63
Increased
351
Reduced
345
Closed
80
Calls
$2.57M
Puts
$193K
Net Calls
+$2.38M
Net Calls Change
-$1.18M

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
TVWM
851
Tower View Wealth Management
Wisconsin
$3.91K 96 – –
FP
852
Financial Perspectives
Minnesota
$3.67K 90 – –
BIM
853
Breakwater Investment Management
Washington
$3.47K 85 – –
WAM
854
WFA Asset Management
Wisconsin
$3.26K 76 -1 -1%
WA
855
WPG Advisers
Maryland
$3.26K 80 – –
HDIM
856
Hanson & Doremus Investment Management
Vermont
$3K 83 +83 New
ACM
857
Anfield Capital Management
California
$2.94K 72 – –
TCM
858
Tradewinds Capital Management
Washington
$2.41K 59 – –
MMCM
859
Murphy & Mullick Capital Management
New York
$2.04K 50 – –
ICM
860
Islay Capital Management
Texas
$1.92K 47 – –
CPG
861
Cornerstone Planning Group
New Jersey
$1.87K 49 – –
CAWM
862
Capital A Wealth Management
Pennsylvania
$1.71K 42 +20 +91%
CJH
863
Christopher J. Hasenberg
Wisconsin
$1.68K 41 – –
NMG
864
New Millennium Group
Utah
$1.55K 38 -96 -72%
KA
865
Kozak & Associates
Colorado
$1.51K 40 +40 New
RDFA
866
Ritter Daniher Financial Advisory
Ohio
$1.39K 34 – –
SWA
867
SOA Wealth Advisors
New York
$1.3K 32 -16 -33%
1IA
868
1620 Investment Advisors
Massachusetts
$1.26K 31 – –
CPBTD
869
Central Pacific Bank - Trust Division
Hawaii
$1.14K 28 – –
C
870
Covestor
United Kingdom
$1K 36 -29 -45%
HFS
871
Hantz Financial Services
Michigan
$1K 33 – –
DFA
872
DHJJ Financial Advisors
Illinois
$897 22 – –
FGA
873
Fortis Group Advisors
New Jersey
$774 19 +19 New
TC
874
Truvestments Capital
Florida
$408 10 -50 -83%
NC
875
NewSquare Capital
Pennsylvania
$245 6 – –
33 34
35
36 37