SPSM icon

SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

878 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, 351 increasing their positions, 345 reducing their positions, and 80 closing their positions.

Holders
878
Holders Change
-37
Holders Change %
-4.04%
% of All Funds
11.93%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.65%
New
63
Increased
351
Reduced
345
Closed
80
Calls
$2.57M
Puts
$193K
Net Calls
+$2.38M
Net Calls Change
-$1.18M

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
SPWG
101
Syntegra Private Wealth Group
Missouri
$11.2M 275,305 +269,707 +4,818%
IWM
102
IHT Wealth Management
Illinois
$11.2M 273,823 -129,178 -32%
TFA
103
TPG Financial Advisors
Oregon
$11M 268,693 +66,096 +33%
WCM
104
Windsor Capital Management
Arizona
$10.8M 265,887 +8,235 +3%
Citadel Advisors
105
Citadel Advisors
Florida
$10.8M 265,844 +177,754 +202%
MWM
106
Modern Wealth Management
Kansas
$10.7M 263,472 +1,881 +0.7%
CSP
107
Cary Street Partners
Virginia
$10.7M 262,206 -376,657 -59%
EWM
108
Evermay Wealth Management
Virginia
$10.6M 260,453 +13,141 +5%
TMWM
109
Taylor & Morgan Wealth Management
Michigan
$10.5M 257,946 +1,597 +0.6%
KW
110
KWB Wealth
California
$10.5M 232,744 -19,055 -8%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$10.2M 249,918 +3,014 +1%
MML Investors Services
112
MML Investors Services
Massachusetts
$10.2M 249,782 -11,440 -4%
VFA
113
Valeo Financial Advisors
Indiana
$10.2M 249,127 -7,924 -3%
FWM
114
Foguth Wealth Management
Michigan
$9.79M 240,246 +36,427 +18%
UF
115
Univest Financial
Pennsylvania
$9.54M 233,975 +12,062 +5%
PAS
116
Park Avenue Securities
New York
$9.42M 231,154 -49,993 -18%
ACA
117
Aspire Capital Advisors
Washington
$9.4M 230,518 -11,194 -5%
WWM
118
Western Wealth Management
Colorado
$9.25M 227,015 -52,936 -19%
APW
119
Austin Private Wealth
Texas
$8.85M 217,086 -60,390 -22%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$8.76M 215,039 +78,842 +58%
AF
121
Allworth Financial
California
$8.57M 220,096 -42,115 -16%
MOS
122
MGO One Seven
Ohio
$8.56M 210,032 +27,642 +15%
DADC
123
D.A. Davidson & Co
Montana
$8.53M 209,273 +4,951 +2%
NSAM
124
North Star Asset Management
Wisconsin
$8.39M 205,741 -33,720 -14%
MIM
125
Morningstar Investment Management
Illinois
$8.32M 204,125 +76,539 +60%
3 4
5
6 7