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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 %
OWA
76
Octavia Wealth Advisors
Ohio
$16.1M 395,581 +223,938 +130%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$15.7M 384,956 +7,531 +2%
JFA
78
JNBA Financial Advisors
Minnesota
$15.7M 384,094 -143,772 -27%
RFS
79
Retirement Financial Solutions
Tennessee
$15.3M 376,213 -59,169 -14%
SFP
80
Shepherd Financial Partners
Massachusetts
$15.2M 372,362 +327,805 +736%
BAM
81
Berkshire Asset Management
Pennsylvania
$14.9M 369,762 +20,147 +6%
ACG
82
Allen Capital Group
Nebraska
$14.7M 361,813 +9,630 +3%
OIA
83
OneDigital Investment Advisors
Kansas
$14.5M 356,354 +114 +0%
IPW
84
Impact Partnership Wealth
Georgia
$14.3M 350,684 +89,075 +34%
FGAM
85
Financial Gravity Asset Management
Texas
$14.1M 346,006 +346,006 New
OC
86
Oarsman Capital
Wisconsin
$14.1M 345,589 +44,708 +15%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$14M 286,338 -63,977 -18%
AWE
88
Avidian Wealth Enterprises
Texas
$13.9M 342,229 +10,393 +3%
BSWM
89
Boston Standard Wealth Management
Massachusetts
$13.9M 335,826 -18,516 -5%
FSA
90
Financial Security Advisor
Virginia
$13.9M 340,146 -15,636 -4%
IWC
91
Integrated Wealth Concepts
Massachusetts
$13.1M 320,182 -160,801 -33%
CIC
92
Carnegie Investment Counsel
Ohio
$12.7M 348,659 +3,808 +1%
PFA
93
Pure Financial Advisors
California
$12.4M 304,032 +54,675 +22%
TC
94
Trilogy Capital
California
$12.1M 295,691 -8,562 -3%
WA
95
WBH Advisory
Maryland
$12M 295,333 +5,193 +2%
OFS
96
OneAscent Financial Services
Alabama
$12M 293,465 +6,555 +2%
SAW
97
Signal Advisors Wealth
Michigan
$11.8M 288,663 +47,956 +20%
CAAM
98
Cornerstone Advisors Asset Management
Pennsylvania
$11.6M 284,873 +36,246 +15%
BS
99
Banco Santander
Spain
$11.6M 283,979 -15,286 -5%
UAS
100
United Asset Strategies
New York
$11.5M 282,523 +13,479 +5%
2 3
4
5 6