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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 %
EWM
101
Evermay Wealth Management
Virginia
$11.9M +$842K +19,761 +8%
TMWM
102
Taylor & Morgan Wealth Management
Michigan
$11.8M +$785K +18,420 +7%
GRP
103
Global Retirement Partners
California
$11.7M +$11.7M +275,695 New
MWM
104
Modern Wealth Management
Kansas
$11.7M +$516K +12,101 +5%
ACM
105
AlphaStar Capital Management
North Carolina
$11.6M +$8.62M +202,387 +290%
VFA
106
Valeo Financial Advisors
Indiana
$11M +$355K +8,332 +3%
SPWG
107
Syntegra Private Wealth Group
Missouri
$10.9M -$870K -20,413 -7%
IWM
108
IHT Wealth Management
Illinois
$10.7M -$942K -22,123 -8%
FWM
109
Foguth Wealth Management
Michigan
$10.7M +$436K +10,245 +4%
AF
110
Allworth Financial
California
$10.3M +$953K +22,369 +10%
MIM
111
Morningstar Investment Management
Illinois
$10.3M +$1.63M +38,313 +19%
PAS
112
Park Avenue Securities
New York
$10.3M +$416K +9,765 +4%
APW
113
Austin Private Wealth
Texas
$10.2M +$973K +22,833 +11%
SPW
114
Surience Private Wealth
Washington
$10M +$10M +234,633 New
WWM
115
Western Wealth Management
Colorado
$9.84M +$169K +3,967 +2%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$9.3M +$4.14M +97,198 +80%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$9.27M +$621K +14,582 +7%
CSP
118
Cary Street Partners
Virginia
$9.07M -$2.1M -49,190 -19%
FI
119
Financial Insights
Washington
$9.01M +$408K +9,579 +5%
MOS
120
MGO One Seven
Ohio
$8.95M +$3.75K +88 +0%
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.86M +$176K +1,610 +2%
WI
122
WrapManager Inc
California
$8.47M +$786K +18,449 +10%
SWP
123
Stratos Wealth Partners
Ohio
$8.26M +$217K +5,093 +3%
ECM
124
Exchange Capital Management
Michigan
$8.03M +$762K +17,889 +10%
NSAM
125
North Star Asset Management
Wisconsin
$7.99M -$772K -18,123 -9%
3 4
5
6 7