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State Street SPDR Portfolio S&P 600 Small Cap ETF

883 hedge funds and large institutions have $8.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 374 increasing their positions, 309 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.3M
2 +$62.6M
3 +$54.3M
4
LPL Financial
LPL Financial
California
+$41.2M
5
AssetMark Inc
AssetMark Inc
California
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$12.1M
EWM
102
Evermay Wealth Management
Virginia
$11.9M
TMWM
103
Taylor & Morgan Wealth Management
Michigan
$11.8M
MWM
104
Modern Wealth Management
Kansas
$11.8M
GRP
105
Global Retirement Partners
California
$11.7M
SA
106
Sanctuary Advisors
Indiana
$11.6M
ACM
107
AlphaStar Capital Management
North Carolina
$11.6M
VFA
108
Valeo Financial Advisors
Indiana
$11M
SPWG
109
Syntegra Private Wealth Group
Missouri
$10.9M
IWM
110
IHT Wealth Management
Illinois
$10.7M
FWM
111
Foguth Wealth Management
Michigan
$10.7M
AF
112
Allworth Financial
California
$10.3M
MIM
113
Morningstar Investment Management
Illinois
$10.3M
PAS
114
Park Avenue Securities
New York
$10.3M
APW
115
Austin Private Wealth
Texas
$10.2M
SPW
116
Surience Private Wealth
Washington
$10M
WWM
117
Western Wealth Management
Colorado
$9.84M
PFBT
118
Parkside Financial Bank & Trust
Missouri
$9.3M
MHWM
119
Montz Harcus Wealth Management
Louisiana
$9.27M
CSP
120
Cary Street Partners
Virginia
$9.07M
FI
121
Financial Insights
Washington
$9.01M
MOS
122
MGO One Seven
Ohio
$8.95M
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.86M
WI
124
WrapManager Inc
California
$8.47M
FF
125
Fortitude Financial
Washington
$8.42M