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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 %
WSWA
151
Warren Street Wealth Advisors
California
$5.86M +$521K +12,223 +10%
AAS
152
Avantax Advisory Services
Texas
$5.73M -$261K -6,132 -4%
JWCA
153
J.W. Cole Advisors
Florida
$5.72M +$90.2K +2,118 +2%
HVIA
154
Hudson Valley Investment Advisors
New York
$5.63M +$567K +13,319 +11%
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$5.56M +$558K +13,100 +11%
EFA
156
Evernest Financial Advisors
Indiana
$5.51M +$5.51M +129,380 New
MT
157
Midwest Trust
Kansas
$5.49M +$5.49M +128,817 New
LFG
158
Larson Financial Group
Missouri
$5.4M -$915K -21,479 -14%
RCA
159
Resonant Capital Advisors
Wisconsin
$5.36M +$822K +19,292 +18%
CWM
160
Cornerstone Wealth Management
Missouri
$5.32M -$209K -4,903 -4%
SFP
161
Strategic Financial Planning
Texas
$5.27M +$623K +14,621 +13%
TRCT
162
Tower Research Capital (TRC)
New York
$5.26M +$3.17M +74,414 +152%
VCM
163
Vivaldi Capital Management
Illinois
$5.17M -$129K -3,033 -2%
IWP
164
IAG Wealth Partners
Wisconsin
$5.15M +$46.5K +1,092 +0.9%
PIA
165
Perennial Investment Advisors
California
$5.09M +$250K +5,863 +5%
Cerity Partners
166
Cerity Partners
New York
$5.06M +$817K +19,182 +19%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$4.94M -$19.8K -464 -0.4%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$4.93M +$256K +6,010 +5%
RA
169
RFG Advisory
Alabama
$4.89M -$399K -9,373 -8%
TI
170
Tidal Investments
Wisconsin
$4.88M +$2.27M +53,392 +87%
AFG
171
Arkansas Financial Group
Arkansas
$4.83M +$342K +7,837 +8%
1M
172
1248 Management
Missouri
$4.8M -$1.58M -37,078 -25%
6F
173
626 Financial
Michigan
$4.68M +$990K +23,251 +27%
WA
174
Waverly Advisors
Alabama
$4.62M -$284K -6,664 -6%
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$4.62M +$2.68M +63,000 +139%
5 6
7
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