We are live on ! Find out more
SPSM icon

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
B
151
Bensler
Washington
$7.48M +$618K +13,262 +9%
MFA
152
Millington Financial Advisors
Illinois
$7.39M -$65.2K -1,398 -1%
VCM
153
Vivaldi Capital Management
Illinois
$7.18M +$787K +16,874 +12%
WSWA
154
Warren Street Wealth Advisors
California
$7.09M -$73.5K -1,577 -1%
CF
155
Collier Financial
Colorado
$7.08M -$292K -6,262 -4%
GKWIM
156
Gerber Kawasaki Wealth & Investment Management
California
$7.08M -$245K -5,254 -3%
HVIA
157
Hudson Valley Investment Advisors
New York
$7.06M +$30.5K +654 +0.4%
PWG
158
Private Wealth Group
Florida
$7.03M +$101K +2,159 +1%
AA
159
AF Advisors
California
$7.03M +$2.8M +60,000 +67%
AMG
160
Asset Management Group
Connecticut
$6.9M -$24.2K -518 -0.4%
MUAMU
161
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.82M +$140K +3,000 +2%
DADC
162
D.A. Davidson & Co
Montana
$6.66M +$4.1K +88 +0.1%
ACM
163
Advance Capital Management
Michigan
$6.61M -$162K -3,471 -2%
PWG
164
Portside Wealth Group
Utah
$6.47M +$618K +13,257 +11%
AFG
165
Arkansas Financial Group
Arkansas
$6.39M +$785K +16,832 +14%
LGW
166
Leslie Global Wealth
Illinois
$6.34M +$118K +2,520 +2%
RA
167
RFG Advisory
Alabama
$6.32M -$25.2K -540 -0.4%
EPW
168
Evolve Private Wealth
California
$6.31M +$6.28M +134,631 New
TC
169
Trilogy Capital
California
$6.2M -$187K -4,017 -3%
AO
170
Advisor OS
Illinois
$6.15M +$607K +13,021 +11%
IWP
171
IAG Wealth Partners
Wisconsin
$6.14M +$258K +5,526 +4%
Brown Advisory
172
Brown Advisory
Maryland
$6.09M +$168K +3,602 +3%
PWM
173
Paulson Wealth Management
Illinois
$6.04M +$351K +7,521 +6%
MT
174
Midwest Trust
Kansas
$6.02M +$214K +4,589 +4%
WWA
175
WCG Wealth Advisors
Nevada
$6M +$4.36M +93,559 +272%