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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
SWA
976
SOA Wealth Advisors
New York
$47
KCM
977
Key Capital Management
Tennessee
$47 +$47 +1 New
KA
978
Kozak & Associates
Colorado
$1
Wellington Management Group
979
Wellington Management Group
Massachusetts
-$20.3M -438,960 Closed
FF
980
Fortitude Financial
Washington
-$8.72M -203,794 Closed
Kovitz Investment Group Partners
981
Kovitz Investment Group Partners
Illinois
-$3.98M -86,001 Closed
SIA
982
Strategic Investment Advisors
Michigan
-$219K -69,028 Closed
Jane Street
983
Jane Street
New York
-$2.85M -61,613 Closed
SW
984
SteelPeak Wealth
California
-$1.85M -40,025 Closed
Two Sigma Investments
985
Two Sigma Investments
New York
-$1.58M -34,200 Closed
WCM
986
WealthTrak Capital Management
Virginia
-$1.12M -24,231 Closed
GC
987
Guidance Capital
Kentucky
-$1.08M -22,873 Closed
PPWM
988
PFG Private Wealth Management
Florida
-$862K -18,616 Closed
MWM
989
MinichMacGregor Wealth Management
New York
-$786K -16,970 Closed
MERSOM
990
Municipal Employees' Retirement System of Michigan
Michigan
-$771K -16,642 Closed
PWM
991
Pinnacle Wealth Management
California
-$718K -15,498 Closed
BPAMU
992
BTG Pactual Asset Management US
New York
-$580K -14,746 Closed
TRCT
993
Tower Research Capital (TRC)
New York
-$541K -11,675 Closed
MHS
994
M Holdings Securities
Oregon
-$506K -10,924 Closed
RWB
995
RMR Wealth Builders
New Jersey
-$439K -9,470 Closed
BIG
996
Brookwood Investment Group
Arizona
-$373K -8,053 Closed
TC
997
TownSquare Capital
Utah
-$373K -8,045 Closed
MAM
998
Milestone Asset Management
Pennsylvania
-$369K -7,956 Closed
TSS
999
Two Sigma Securities
New York
-$332K -7,160 Closed
SWTS
1000
Stonehaven Wealth & Tax Solutions
Wisconsin
-$263K -5,676 Closed