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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 %
KAS
126
Kestra Advisory Services
Texas
$7.97M +$1.41M +33,054 +21%
RW
127
RVW Wealth
California
$7.96M -$568K -13,328 -7%
TIM
128
Tortoise Investment Management
New York
$7.94M +$707K +16,592 +10%
Goldman Sachs
129
Goldman Sachs
New York
$7.86M -$153K -3,591 -2%
GIA
130
Gladstone Institutional Advisory
Florida
$7.79M +$25.4K +596 +0.3%
AO
131
Advisor OS
Illinois
$7.66M -$400K -9,401 -5%
ACA
132
Aspire Capital Advisors
Washington
$7.66M -$2.16M -50,672 -22%
HWP
133
Hibernia Wealth Partners
Louisiana
$7.35M +$3.67M +86,161 +100%
NA
134
NewEdge Advisors
Louisiana
$7.34M +$1.48M +34,642 +25%
DWM
135
Diversify Wealth Management
Utah
$7.19M -$103K -2,322 -1%
BCP
136
Berkeley Capital Partners
Georgia
$7.18M +$178K +4,186 +3%
KW
137
KWB Wealth
California
$7.18M -$2.31M -56,665 -24%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$6.95M -$3.7M -86,882 -35%
ICMARC
139
International City Management Association Retirement Corp
District of Columbia
$6.89M – – –
PAG
140
Private Advisory Group
Washington
$6.87M +$6.35M +149,118 +1,226%
TC
141
Trilogy Capital
California
$6.56M -$6.03M -141,650 -48%
MFA
142
Millington Financial Advisors
Illinois
$6.5M +$1M +22,557 +18%
LGW
143
Leslie Global Wealth
Illinois
$6.42M -$39.3K -922 -0.6%
PWG
144
Private Wealth Group
Florida
$6.41M -$1.31M -30,817 -17%
AMG
145
Asset Management Group
Connecticut
$6.29M -$639 -15 -0%
B
146
Bensler
Washington
$6.16M +$226K +5,295 +4%
DADC
147
D.A. Davidson & Co
Montana
$6.14M -$2.77M -65,087 -31%
MUAMU
148
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.07M – – –
GWM
149
Gibbs Wealth Management
Georgia
$6.03M +$6.03M +141,654 New
RIS
150
Richmond Investment Services
Wisconsin
$5.99M +$5.12M +120,292 +591%
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6
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