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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.

New
Increased
Maintained
Reduced
Closed
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 %
PPC
901
Pennington Partners & Co
Maryland
– -$394K -9,665 Closed
VF
902
Vawter Financial
Ohio
– -$385K -9,455 Closed
PP
903
Patron Partners
Texas
– -$381K -9,342 Closed
MAM
904
Milestone Asset Management
Pennsylvania
– -$363K -8,898 Closed
GI
905
Gradient Investments
Minnesota
– -$342K -8,390 Closed
CPA
906
Capital Planning Advisors
California
– -$338K -8,298 Closed
LA
907
Legacy Advisors
Pennsylvania
– -$333K -8,171 Closed
MWM
908
Marion Wealth Management
Pennsylvania
– -$327K -8,019 Closed
EFG
909
Ehrlich Financial Group
California
– -$320K -7,861 Closed
PCA
910
Purkiss Capital Advisors
Connecticut
– -$315K -7,716 Closed
Marshall Wace
911
Marshall Wace
United Kingdom
– -$314K -7,710 Closed
MPW
912
Magnolia Private Wealth
Pennsylvania
– -$300K -7,350 Closed
AF
913
Amara Financial
California
– -$296K -7,257 Closed
AIP
914
Alexis Investment Partners
Texas
– -$295K -7,226 Closed
HP
915
Haven Private
Florida
– -$271K -6,650 Closed
LFG
916
Leverty Financial Group
Wisconsin
– -$264K -6,487 Closed
TI
917
Trexquant Investment
Connecticut
– -$257K -6,295 Closed
VCM
918
Virtue Capital Management
Tennessee
– -$255K -6,250 Closed
MLRA
919
Main Line Retirement Advisors
Montana
– -$252K -6,177 Closed
AWA
920
Amplius Wealth Advisors
Pennsylvania
– -$238K -5,831 Closed
OCM
921
One Capital Management
California
– -$236K -5,782 Closed
SCM
922
Shapiro Capital Management
Georgia
– -$224K -5,500 Closed
BWMG
923
Barnes Wealth Management Group
California
– -$207K -5,080 Closed
CPRC
924
Consolidated Portfolio Review Corp
New York
– -$203K -4,978 Closed
FPAS
925
Focus Partners Advisor Solutions
Missouri
– -$202K -4,948 Closed
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