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SPDR Portfolio S&P 600 Small Cap ETF

880 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, 352 increasing their positions, 345 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

19% less capital invested

Capital invested by funds: $9.79B → $7.89B (-$1.9B)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
880
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.57M
Puts
$193K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Octavia Wealth Advisors
Ohio
$16.1M
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$15.7M
JFA
78
JNBA Financial Advisors
Minnesota
$15.7M
RFS
79
Retirement Financial Solutions
Tennessee
$15.3M
SFP
80
Shepherd Financial Partners
Massachusetts
$15.2M
BAM
81
Berkshire Asset Management
Pennsylvania
$14.9M
ACG
82
Allen Capital Group
Nebraska
$14.7M
OIA
83
OneDigital Investment Advisors
Kansas
$14.5M
IPW
84
Impact Partnership Wealth
Georgia
$14.3M
FGAM
85
Financial Gravity Asset Management
Texas
$14.1M
OC
86
Oarsman Capital
Wisconsin
$14.1M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$14M
AWE
88
Avidian Wealth Enterprises
Texas
$13.9M
BSWM
89
Boston Standard Wealth Management
Massachusetts
$13.9M
FSA
90
Financial Security Advisor
Virginia
$13.9M
IWC
91
Integrated Wealth Concepts
Massachusetts
$13.1M
CIC
92
Carnegie Investment Counsel
Ohio
$12.7M
PFA
93
Pure Financial Advisors
California
$12.4M
TC
94
Trilogy Capital
California
$12.1M
WA
95
WBH Advisory
Maryland
$12M
OFS
96
OneAscent Financial Services
Alabama
$12M
SAW
97
Signal Advisors Wealth
Michigan
$11.8M
CAAM
98
Cornerstone Advisors Asset Management
Pennsylvania
$11.6M
BS
99
Banco Santander
Spain
$11.6M
UAS
100
United Asset Strategies
New York
$11.5M