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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 %
CFGS
901
Concourse Financial Group Securities
Alabama
– – -9,312 Closed
OLA
902
Oliver Luxxe Assets
New Jersey
– – -9,188 Closed
BJL
903
Brighton Jones LLC
Washington
– – -8,316 Closed
CWG
904
Cornerstone Wealth Group
North Carolina
– – -7,716 Closed
SIA
905
Strategic Investment Advisors
Michigan
– – -6,972 Closed
KFS
906
Kelly Financial Services
Massachusetts
– – -6,779 Closed
ST
907
Sentinel Trust
Texas
– – -6,539 Closed
VWM
908
VCI Wealth Management
Missouri
– – -6,365 Closed
Vontobel Holding
909
Vontobel Holding
Switzerland
– – -6,260 Closed
BFG
910
Bleakley Financial Group
New Jersey
– – -6,236 Closed
RFP
911
Root Financial Partners
California
– – -6,218 Closed
BBA
912
Braun-Bostich & Associates
Pennsylvania
– – -6,051 Closed
PWM
913
Power Wealth Management
Georgia
– – -5,979 Closed
VWA
914
Visionary Wealth Advisors
Illinois
– – -5,898 Closed
CFP
915
Cascade Financial Partners
California
– – -5,814 Closed
MCM
916
Mainstream Capital Management
California
– – -5,534 Closed
FOA
917
Five Oceans Advisors
California
– – -5,527 Closed
SPAS
918
Spectrum Planning & Advisory Services
California
– – -5,449 Closed
SAS
919
Stelac Advisory Services
New York
– – -5,441 Closed
EIP
920
Ellis Investment Partners
Pennsylvania
– – -5,426 Closed
CAAS
921
Capital Asset Advisory Services
Michigan
– – -5,340 Closed
RWM
922
Ritholtz Wealth Management
New York
– – -5,160 Closed
LSA
923
Lion Street Advisors
Texas
– – -5,002 Closed
SW
924
Simplicity Wealth
New Jersey
– – -4,961 Closed
MCWS
925
McKinley Carter Wealth Services
West Virginia
– – -4,924 Closed
35 36
37
38 39