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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 %
NYLIM
876
New York Life Investment Management
New York
– -$3.03M -74,333 Closed
BWS
877
Broadway Wealth Solutions
Texas
– -$2.86M -70,231 Closed
AA
878
ArborFi Advisors
Michigan
– -$2.44M -59,893 Closed
GSEP
879
Golden State Equity Partners
California
– -$2.03M -49,808 Closed
RIG
880
RiverFront Investment Group
Virginia
– -$1.93M -47,279 Closed
EGM
881
Engineers Gate Manager
New York
– -$1.51M -37,100 Closed
SAMC
882
Spectrum Asset Management (California)
California
– -$1.48M -36,302 Closed
LIA
883
LBMC Investment Advisors
Tennessee
– -$1.38M -33,820 Closed
CB
884
Commerce Bank
Missouri
– -$1.28M -31,401 Closed
TDWM
885
Topel & Distasi Wealth Management
California
– -$1.25M -30,733 Closed
FHA
886
First Horizon Advisors
Tennessee
– -$1.15M -28,100 Closed
SAA
887
Southeast Asset Advisors
Georgia
– -$1.11M -27,280 Closed
IC
888
IEQ Capital
California
– -$930K -22,804 Closed
Millennium Management
889
Millennium Management
New York
– -$927K -22,739 Closed
BIP
890
Blueprint Investment Partners
North Carolina
– -$752K -18,439 Closed
Two Sigma Investments
891
Two Sigma Investments
New York
– -$733K -17,982 Closed
AFM
892
Abbot Financial Management
Massachusetts
– -$715K -17,531 Closed
NW
893
NewEdge Wealth
Pennsylvania
– -$652K -16,002 Closed
SIAS
894
Summit Investment Advisory Services
Minnesota
– -$617K -15,141 Closed
PA
895
Procyon Advisors
Connecticut
– -$561K -13,772 Closed
GS
896
GWN Securities
Florida
– -$461K -11,316 Closed
PRS
897
Pinkerton Retirement Specialists
Idaho
– -$444K -10,884 Closed
WANY
898
Wealthspire Advisors (New York)
New York
– -$440K -10,804 Closed
ICP
899
Interchange Capital Partners
Pennsylvania
– -$399K -9,796 Closed
MCA
900
MSH Capital Advisors
Arizona
– -$396K -9,722 Closed
34 35
36
37 38