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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
SPWG
101
Syntegra Private Wealth Group
Missouri
$11.2M
IWM
102
IHT Wealth Management
Illinois
$11.2M
TFA
103
TPG Financial Advisors
Oregon
$11M
WCM
104
Windsor Capital Management
Arizona
$10.8M
Citadel Advisors
105
Citadel Advisors
Florida
$10.8M
MWM
106
Modern Wealth Management
Kansas
$10.7M
CSP
107
Cary Street Partners
Virginia
$10.7M
EWM
108
Evermay Wealth Management
Virginia
$10.6M
TMWM
109
Taylor & Morgan Wealth Management
Michigan
$10.5M
KW
110
KWB Wealth
California
$10.5M
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$10.2M
MML Investors Services
112
MML Investors Services
Massachusetts
$10.2M
VFA
113
Valeo Financial Advisors
Indiana
$10.2M
FWM
114
Foguth Wealth Management
Michigan
$9.79M
UF
115
Univest Financial
Pennsylvania
$9.54M
PAS
116
Park Avenue Securities
New York
$9.42M
ACA
117
Aspire Capital Advisors
Washington
$9.4M
WWM
118
Western Wealth Management
Colorado
$9.25M
APW
119
Austin Private Wealth
Texas
$8.85M
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$8.76M
AF
121
Allworth Financial
California
$8.57M
MOS
122
MGO One Seven
Ohio
$8.56M
DADC
123
D.A. Davidson & Co
Montana
$8.53M
NSAM
124
North Star Asset Management
Wisconsin
$8.39M
MIM
125
Morningstar Investment Management
Illinois
$8.32M