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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
SC
126
Savant Capital
Illinois
$10.5M -$2.46M -52,775 -19%
WWM
127
Western Wealth Management
Colorado
$10.4M -$416K -8,929 -4%
CAG
128
Carroll Advisory Group
Texas
$10.4M +$10.3M +220,920 New
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$9.86M +$2.96M +63,567 +43%
SWP
130
Stratos Wealth Partners
Ohio
$9.84M +$240K +5,147 +3%
RA
131
Royce & Associates
New York
$9.83M +$9.78M +209,799 New
SIAP
132
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.82M +$21.1K +452 +0.6%
ACA
133
Aspire Capital Advisors
Washington
$9.8M +$177K +3,787 +2%
TIM
134
Tortoise Investment Management
New York
$9.73M +$691K +14,824 +8%
PCM
135
Penserra Capital Management
California
$9.73M +$9.68M +207,648 New
CSP
136
Cary Street Partners
Virginia
$9.57M -$589K -12,625 -6%
GIA
137
Gladstone Institutional Advisory
Florida
$9.3M +$478K +10,246 +5%
AWE
138
Avidian Wealth Enterprises
Texas
$8.92M +$116K +2,497 +1%
NSAM
139
North Star Asset Management
Wisconsin
$8.7M -$131K -2,817 -1%
Goldman Sachs
140
Goldman Sachs
New York
$8.68M -$38.4K -824 -0.4%
HWP
141
Hibernia Wealth Partners
Louisiana
$8.5M +$4.22M +90,441 +99%
RW
142
RVW Wealth
California
$8.43M -$309K -6,635 -4%
SFP
143
Strategic Financial Planning
Texas
$8.36M +$1.65M +35,397 +25%
BCP
144
Berkeley Capital Partners
Georgia
$8.33M +$171K +3,667 +2%
WI
145
WrapManager Inc
California
$8.2M -$222K -4,751 -3%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$8.2M +$5.22M +111,880 +183%
PAG
147
Private Advisory Group
Washington
$8.16M +$418K +8,953 +5%
SGI
148
Summit Global Investments
Utah
$7.61M +$2.31M +49,595 +44%
ICMARC
149
International City Management Association Retirement Corp
District of Columbia
$7.58M
BFG
150
Bleakley Financial Group
New Jersey
$7.54M +$7.5M +160,869 New