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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
BA
901
Blueline Advisors
New Hampshire
$18.7K +$18.6K +399 New
RWM
902
Rialto Wealth Management
New York
$17.3K -$25.7K -552 -60%
WIM
903
Westside Investment Management
California
$16.2K
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$15.5K +$9.33K +200 +154%
EWM
905
EPG Wealth Management
Georgia
$15.1K +$47 +1 +0.3%
CFM
906
Cornerstone Financial Management
Massachusetts
$14.6K +$14.5K +311 New
FP
907
Financial Perspectives
Minnesota
$14.5K +$14.5K +310 New
VWM
908
Vermillion Wealth Management
Minnesota
$14K +$93 +2 +0.7%
FIM
909
FWL Investment Management
Texas
$13.8K +$13.8K +295 New
SHF
910
Safe Harbor Fiduciary
Florida
$13.4K +$13.3K +285 New
DRS
911
Deane Retirement Strategies
Louisiana
$13.1K +$13K +279 New
C
912
Covestor
United Kingdom
$13K -$653 -14 -5%
AFG
913
Albion Financial Group
Utah
$12.7K +$12.7K +272 New
PAI
914
Pittenger & Anderson Inc
Nebraska
$12.4K +$12.3K +264 New
NRWA
915
North Ridge Wealth Advisors
Oregon
$12.2K +$560 +12 +5%
S
916
SignatureFD
Georgia
$12.1K +$933 +20 +8%
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
RF
918
Rossby Financial
Florida
$11.8K -$5.46K -117 -32%
UFPG
919
United Financial Planning Group
New York
$11.5K +$11.4K +245 New
NMG
920
New Millennium Group
Utah
$10.9K +$9.09K +195 +513%
FFL
921
Financial Freedom LLC
Ohio
$10.8K
Citigroup
922
Citigroup
New York
$10.2K -$209K -4,490 -95%
CA
923
Centerpoint Advisors
Massachusetts
$10K
OWP
924
ORG Wealth Partners
Texas
$9.42K
CAM
925
Costello Asset Management
Pennsylvania
$9.37K