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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 %
SIAP
126
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.31M 79,424 +4,784 +6%
MHWM
127
Montz Harcus Wealth Management
Louisiana
$8.28M 203,119 +16,193 +9%
FI
128
Financial Insights
Washington
$8.23M 201,976 +25,927 +15%
CWM
129
Cahaba Wealth Management
Georgia
$8.19M 201,043 +6,559 +3%
RW
130
RVW Wealth
California
$8.16M 200,168 -48,537 -20%
PI
131
Pachira Investments
California
$7.84M 193,066 -2,923 -1%
AO
132
Advisor OS
Illinois
$7.71M 189,249 -28,070 -13%
SWP
133
Stratos Wealth Partners
Ohio
$7.7M 188,827 -9,954 -5%
Goldman Sachs
134
Goldman Sachs
New York
$7.67M 188,058 +8,424 +5%
GIA
135
Gladstone Institutional Advisory
Florida
$7.43M 182,322 +19,596 +12%
PWG
136
Private Wealth Group
Florida
$7.39M 181,265 -905 -0.5%
MIS
137
Morningstar Investment Services
Illinois
$7.36M 180,530 -4,833 -3%
WI
138
WrapManager Inc
California
$7.35M 180,302 +3,679 +2%
PA
139
PSI Advisors
Florida
$7.15M 175,532 +6,684 +4%
UCFA
140
United Capital Financial Advisors
Texas
$7.08M 173,708 +132,893 +326%
ECM
141
Exchange Capital Management
Michigan
$6.96M 170,720 +17,397 +11%
TIM
142
Tortoise Investment Management
New York
$6.92M 169,691 +14,720 +9%
BCP
143
Berkeley Capital Partners
Georgia
$6.7M 164,399 -483 -0.3%
1M
144
1248 Management
Missouri
$6.7M 149,755 +37,078 +33%
ICMARC
145
International City Management Association Retirement Corp
District of Columbia
$6.59M 161,660 +161,660 New
DWM
146
Diversify Wealth Management
Utah
$6.44M 163,705 +12,693 +8%
CF
147
Collier Financial
Colorado
$6.38M 156,474 +149,999 +2,317%
KAS
148
Kestra Advisory Services
Texas
$6.28M 154,042 -82,381 -35%
LGW
149
Leslie Global Wealth
Illinois
$6.18M 151,510 +10,071 +7%
LFG
150
Larson Financial Group
Missouri
$6.05M 148,324 -10,984 -7%
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