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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 %
SOAMC
876
Spirit of America Management Corp
New York
$173 4 – –
AC
877
AlphaCore Capital
California
$122 3 +3 New
BWL
878
Bogart Wealth LLC
Virginia
$82 2 – –
MIM
879
Marshall Investment Management
Colorado
$41 1 +1 New
KIM
880
Kestra Investment Management
Texas
– – -525,508 Closed
EWM
881
Elevatus Welath Management
New York
– – -509,825 Closed
CM
882
Cercano Management
Washington
– – -349,954 Closed
FTUS
883
Flow Traders U.S.
New York
– – -162,881 Closed
HC
884
Headland Capital
South Carolina
– – -152,816 Closed
BCM
885
Beck Capital Management
Texas
– – -141,323 Closed
FMP
886
Financial Management Professionals
Texas
– – -120,015 Closed
WCM
887
WealthTrak Capital Management
Virginia
– – -84,092 Closed
KAM
888
Kensington Asset Management
Texas
– – -72,087 Closed
LS
889
Liquid Strategies
Georgia
– – -72,087 Closed
QC
890
Quadrature Capital
United Kingdom
– – -49,947 Closed
Renaissance Technologies
891
Renaissance Technologies
New York
– – -35,500 Closed
ACP
892
Aveo Capital Partners
Colorado
– – -29,452 Closed
AGDI
893
Absolute Gestao de Investimentos
Brazil
– – -25,000 Closed
PAS
894
PKS Advisory Services
New York
– – -18,503 Closed
AT
895
American Trust
Kentucky
– – -15,418 Closed
Fisher Asset Management
896
Fisher Asset Management
Washington
– – -12,595 Closed
HCP
897
Hardin Capital Partners
South Carolina
– – -12,302 Closed
APA
898
Astoria Portfolio Advisors
New York
– – -12,016 Closed
AC
899
ASB Consultores
Florida
– – -10,776 Closed
SF
900
Symphony Financial
Texas
– – -9,452 Closed
34 35
36
37 38