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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

868 hedge funds and large institutions have $8.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 367 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
11.65%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
85
Increased
367
Reduced
304
Closed
74
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$249K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
76
Shepherd Financial Partners
Massachusetts
$15.9M +$49.5K +1,161 +0.3%
BAM
77
Berkshire Asset Management
Pennsylvania
$15.9M +$125K +2,932 +0.8%
OWA
78
Octavia Wealth Advisors
Ohio
$15.7M -$1.13M -26,511 -7%
IWC
79
Integrated Wealth Concepts
Massachusetts
$15.5M +$1.88M +44,217 +14%
GWM
80
Geneos Wealth Management
Colorado
$15.3M -$14.9M -350,689 -49%
OIA
81
OneDigital Investment Advisors
Kansas
$14.8M -$395K -9,264 -3%
RFS
82
Retirement Financial Solutions
Tennessee
$14.8M -$1.28M -29,962 -8%
CIC
83
Carnegie Investment Counsel
Ohio
$14.7M -$140K -3,278 -0.9%
JFA
84
JNBA Financial Advisors
Minnesota
$14.5M -$1.86M -43,670 -11%
FSA
85
Financial Security Advisor
Virginia
$13.9M -$608K -14,264 -4%
SC
86
Savant Capital
Illinois
$13.9M -$4.56M -106,962 -25%
SAW
87
Signal Advisors Wealth
Michigan
$13.8M +$1.5M +35,181 +12%
CWM
88
Cahaba Wealth Management
Georgia
$13.4M +$4.84M +113,621 +57%
CAAM
89
Cornerstone Advisors Asset Management
Pennsylvania
$13.2M +$1.09M +25,650 +9%
FHA
90
Flagship Harbor Advisors
Massachusetts
$13.2M -$4.68M -109,944 -26%
WA
91
WBH Advisory
Maryland
$13M +$465K +10,906 +4%
OFS
92
OneAscent Financial Services
Alabama
$13M +$316K +7,312 +2%
MML Investors Services
93
MML Investors Services
Massachusetts
$12.8M +$2.2M +51,747 +21%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$12.6M +$3.47M +81,512 +38%
TFA
95
TPG Financial Advisors
Oregon
$12.4M +$933K +21,893 +8%
WCM
96
Windsor Capital Management
Arizona
$12.3M +$965K +22,659 +9%
UAS
97
United Asset Strategies
New York
$12.3M +$244K +5,729 +2%
UCFA
98
United Capital Financial Advisors
Texas
$12.2M +$4.8M +112,611 +65%
UF
99
Univest Financial
Pennsylvania
$12.2M +$2.23M +52,271 +22%
PFA
100
Pure Financial Advisors
California
$12.1M -$891K -20,925 -7%
2 3
4
5 6