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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
IPW
101
Impact Partnership Wealth
Georgia
$14.3M +$1.07M +23,008 +8%
APW
102
Austin Private Wealth
Texas
$14.2M -$1.89M -40,620 -12%
UAS
103
United Asset Strategies
New York
$13.9M +$204K +4,372 +1%
WCM
104
Windsor Capital Management
Arizona
$13.9M -$11.3K -243 -0.1%
SA
105
Sanctuary Advisors
Indiana
$13.8M -$280K -5,999 -2%
KAS
106
Kestra Advisory Services
Texas
$13.5M +$194K +4,157 +1%
PFA
107
Pure Financial Advisors
California
$13.4M +$46.6K +1,000 +0.3%
TMWM
108
Taylor & Morgan Wealth Management
Michigan
$13M +$65.3K +1,401 +0.5%
CIC
109
Carnegie Investment Counsel
Ohio
$12.8M -$620K -13,305 -5%
AF
110
Allworth Financial
California
$12.6M +$452K +9,696 +4%
UF
111
Univest Financial
Pennsylvania
$12.6M -$548K -11,754 -4%
DWM
112
Diversify Wealth Management
Utah
$12M +$3.99M +85,482 +54%
IWM
113
IHT Wealth Management
Illinois
$11.8M -$411K -8,818 -3%
VFA
114
Valeo Financial Advisors
Indiana
$11.7M -$227K -4,873 -2%
GRP
115
Global Retirement Partners
California
$11.7M -$128K -2,753 -1%
KAM
116
Kensington Asset Management
Texas
$11.6M +$11.4M +245,342 New
SPWG
117
Syntegra Private Wealth Group
Missouri
$11.5M -$188K -4,030 -2%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$11.3M +$414K +8,868 +4%
MOS
119
MGO One Seven
Ohio
$11.1M +$728K +15,611 +7%
MHWM
120
Montz Harcus Wealth Management
Louisiana
$11.1M +$598K +12,813 +6%
WFPG
121
Waller Financial Planning Group
Ohio
$11M -$28.2M -604,149 -72%
FI
122
Financial Insights
Washington
$10.8M +$341K +7,318 +3%
NA
123
NewEdge Advisors
Louisiana
$10.8M -$1.28M -27,477 -11%
SWM
124
SilverOak Wealth Management
Minnesota
$10.7M +$7.24M +155,262 +214%
RIS
125
Richmond Investment Services
Wisconsin
$10.5M +$1.34M +28,680 +15%