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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
EWP
876
Elevation Wealth Partners
California
$31.4K
Qube Research & Technologies (QRT)
877
Qube Research & Technologies (QRT)
United Kingdom
$31K +$30.9K +662 New
SA
878
Scarborough Advisors
Maryland
$30.9K -$2.98K -64 -9%
NCM
879
Northwest Capital Management
Oregon
$28.4K -$9.56K -205 -25%
CWM
880
Copia Wealth Management
Oregon
$28.4K
JGIA
881
Jackson Grant Investment Advisers
Connecticut
$28.2K +$140 +3 +0.5%
SFG
882
Strive Financial Group
Indiana
$28.1K +$28K +600 New
CFS
883
Compass Financial Services
Iowa
$27.9K +$140 +3 +0.5%
NSIM
884
North Star Investment Management
Illinois
$26.6K +$140 +3 +0.5%
TSMHT
885
Thurston Springer Miller Herd & Titak
Indiana
$26.5K +$26.4K +566 New
BC
886
Barrett & Company
Rhode Island
$26.3K
GKIM
887
GW&K Investment Management
Massachusetts
$25K
TCOT
888
Trust Company of Toledo
Ohio
$25K
CFFP
889
Center for Financial Planning
Michigan
$24.8K +$1.4K +30 +6%
BWA
890
Basecamp Wealth Advisors
Washington
$24K +$23.9K +513 New
PMFA
891
Plante Moran Financial Advisors
Michigan
$24K +$886 +19 +4%
CA
892
Crewe Advisors
Utah
$23.4K +$23.3K +500 New
UB
893
UMB Bank
Missouri
$23.2K +$23.1K +495 New
RFG
894
REAP Financial Group
Texas
$22.6K +$6.95K +149 +45%
SHIM
895
Stone House Investment Management
Pennsylvania
$22.5K -$2.15K -46 -9%
EP
896
Essential Partners
California
$21K
SIC
897
SJS Investment Consulting
Ohio
$20K
GWSA
898
Global Wealth Strategies & Associates
Colorado
$19K
Russell Investments Group
899
Russell Investments Group
United Kingdom
$19K +$560 +12 +3%
WB
900
Webster Bank
Connecticut
$18.7K