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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
ACG
76
Allen Capital Group
Nebraska
$18.6M +$216K +4,636 +1%
GWM
77
Geneos Wealth Management
Colorado
$18.5M +$1.22M +26,206 +7%
FGAM
78
Financial Gravity Asset Management
Texas
$18.2M +$960K +20,582 +6%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$18.1M +$485K +10,410 +3%
SFP
80
Shepherd Financial Partners
Massachusetts
$18.1M +$778K +16,682 +5%
PAS
81
Park Avenue Securities
New York
$18.1M -$499K -10,705 -3%
LFPWM
82
Leicht Financial Planning & Wealth Management
New Jersey
$17.9M -$281K -6,027 -2%
MMA
83
Miracle Mile Advisors
California
$17.9M +$2.78M +59,513 +18%
FWM
84
Foguth Wealth Management
Michigan
$16.9M +$16.7M +357,830 New
APWA
85
Atlas Private Wealth Advisors
New Jersey
$16.7M +$445K +9,550 +3%
CAAM
86
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M +$897K +19,244 +6%
MML Investors Services
87
MML Investors Services
Massachusetts
$16.3M +$1.48M +31,816 +10%
HP
88
Hancock Prospecting
Australia
$16.1M
MFG
89
Merit Financial Group
Georgia
$16.1M -$702K -15,052 -4%
OWA
90
Octavia Wealth Advisors
Ohio
$15.8M -$2M -42,901 -11%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$15.6M +$656K +14,066 +4%
JFA
92
JNBA Financial Advisors
Minnesota
$15.5M -$182K -3,909 -1%
CWM
93
Cahaba Wealth Management
Georgia
$15.3M +$416K +8,911 +3%
IWC
94
Integrated Wealth Concepts
Massachusetts
$15.1M -$1.68M -36,007 -10%
OIA
95
OneDigital Investment Advisors
Kansas
$15M -$335K -7,193 -2%
TFA
96
TPG Financial Advisors
Oregon
$14.9M +$1.41M +30,172 +10%
FSA
97
Financial Security Advisor
Virginia
$14.9M +$269K +5,770 +2%
ACM
98
AlphaStar Capital Management
North Carolina
$14.6M +$2.76M +59,217 +23%
WA
99
WBH Advisory
Maryland
$14.5M +$49.2K +1,056 +0.3%
EWM
100
Evermay Wealth Management
Virginia
$14.3M +$516K +11,062 +4%