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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 %
CF
926
Convergence Financial
Missouri
– – -4,911 Closed
AFAS
927
Acorn Financial Advisory Services
Virginia
– – -4,845 Closed
VAG
928
VisionPoint Advisory Group
Texas
– – -4,841 Closed
AMCA
929
Arthur M. Cohen & Associates
Illinois
– – -4,822 Closed
HFA
930
High Falls Advisors
New York
– – -4,779 Closed
CIA
931
Capital Investment Advisors
Georgia
– – -4,769 Closed
BFA
932
Beaumont Financial Advisors
Massachusetts
– – -4,725 Closed
RRA
933
Round Rock Advisors
Connecticut
– – -4,610 Closed
ECM
934
Evergreen Capital Management
Washington
– – -4,586 Closed
NWM
935
Napa Wealth Management
California
– – -4,573 Closed
AA
936
Armis Advisers
Georgia
– – -4,527 Closed
CV
937
Counterweight Ventures
North Carolina
– – -4,489 Closed
WH
938
Willner & Heller
California
– – -4,464 Closed
CP
939
Castleview Partners
Texas
– – -4,112 Closed
Simplex Trading
940
Simplex Trading
Illinois
– – -3,216 Closed
WBC
941
West Branch Capital
Massachusetts
– – -2,341 Closed
VWWMG
942
Vermillion & White Wealth Management Group
Pennsylvania
– – -2,264 Closed
CJ
943
Caitlin John
Michigan
– – -2,124 Closed
CJL
944
Cyrus J. Lawrence
New York
– – -1,947 Closed
TCG
945
Transcendent Capital Group
Oklahoma
– – -1,461 Closed
SMAM
946
Sugar Maple Asset Management
Wisconsin
– – -1,317 Closed
WWA
947
Wingate Wealth Advisors
Massachusetts
– – -1,238 Closed
CA
948
Crewe Advisors
Utah
– – -411 Closed
MRP
949
Measured Risk Portfolios
California
– – -402 Closed
MDA
950
Minot DeBlois Advisors
Massachusetts
– – -379 Closed
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