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
Bessemer Group
851
Bessemer Group
New Jersey
$48K
BDPWM
852
Barnes Dennig Private Wealth Management
Ohio
$47.8K +$26.4K +567 +125%
RTL
853
Red Tortoise LLC
Georgia
$46.2K +$233 +5 +0.5%
CB
854
Centennial Bank
Arkansas
$45.6K
AG
855
AmeriFlex Group
Nevada
$43.9K +$3.54K +76 +9%
IAIM
856
International Assets Investment Management
Florida
$43.4K +$43.1K +925 New
CFG
857
Chapman Financial Group
Hawaii
$42.2K
HNB
858
Huntington National Bank
Ohio
$40.9K
IWM
859
IMG Wealth Management
Florida
$40.7K
MWM
860
MGB Wealth Management
Texas
$39.7K +$15.9K +340 +68%
WSFS
861
Wilmington Savings Fund Society
Delaware
$39K +$38.8K +833 New
RWS
862
Retirement Wealth Solutions
Wisconsin
$38.1K
TRSOTSOK
863
Teachers Retirement System of the State of Kentucky
Kentucky
$38K +$37.5K +804 New
MA
864
MCF Advisors
Kentucky
$37.5K +$37.3K +800 New
MCM
865
Manchester Capital Management
Vermont
$36.9K -$4.62K -99 -11%
WP
866
WealthShield Partners
North Carolina
$36.5K -$6.86K -147 -16%
MA
867
Montag & Associates
Georgia
$35.4K
AAP
868
Arax Advisory Partners
Colorado
$35.3K +$35.1K +753 New
WA
869
Walsh & Associates
Florida
$34.6K +$34.4K +738 New
KFG
870
Kingdom Financial Group
Arizona
$34.2K +$34.1K +731 New
FC
871
Financial Consulate
Maryland
$33.6K +$2.71K +58 +9%
LWM
872
Lodestone Wealth Management
Washington
$33.4K +$33.3K +713 New
CSC
873
Caldwell Sutter Capital
California
$32.2K
CB
874
Community Bank
New York
$31.7K
RIL
875
Rothschild Investment LLC
Illinois
$31.5K