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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
SWM
926
SHP Wealth Management
Massachusetts
$9.09K +$9.05K +194 New
RPA
927
Redwood Park Advisors
California
$8.83K
BOJHT
928
Bank of Jackson Hole Trust
Wyoming
$8.76K
SS
929
SBI Securities
Japan
$8.67K -$5.32K -114 -38%
CSPIA
930
Cary Street Partners Investment Advisory
Virginia
$8.67K +$8.63K +185 New
WWA
931
Wealth Watch Advisors
Colorado
$8.34K +$7.97K +171 +2,443%
HWM
932
Horizons Wealth Management
North Carolina
$7.68K
HIA
933
HFM Investment Advisors
New Jersey
$7.66K +$886 +19 +13%
WWM
934
Woodside Wealth Management
Massachusetts
$7.31K +$140 +3 +2%
FCT
935
First Community Trust
Iowa
$7.08K +$7.04K +151 New
FPF
936
First Pacific Financial
Washington
$6.83K +$6.81K +146 New
ADL
937
Asset Dedication LLC
California
$6.66K -$39.4K -844 -86%
OC
938
Oakworth Capital
Alabama
$6.47K
FFA
939
Frazier Financial Advisors
Ohio
$6.4K +$47 +1 +0.7%
AGWCA
940
Annis Gardner Whiting Capital Advisors
Florida
$6.19K
APW
941
Atlantic Private Wealth
North Carolina
$6.13K +$47 +1 +0.8%
1IA
942
1620 Investment Advisors
Massachusetts
$5.9K
AIM
943
Arcadia Investment Management
Michigan
$5.76K -$141K -3,021 -96%
WWM
944
Wolff Wiese Magana
California
$5.3K
HI
945
Hoey Investments
Pennsylvania
$5.25K +$5.22K +112 New
LWCFA
946
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.23K
RA
947
Ransom Advisory
Rhode Island
$5.2K +$5.18K +111 New
SC
948
SouthState Corp
Florida
$4.41K +$4.38K +94 New
IRC
949
Investors Research Corp
Georgia
$4.08K
BIM
950
Breakwater Investment Management
Washington
$3.98K