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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 %
HA
176
Hofer & Associates
California
$4.57M +$110K +2,580 +2%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$4.56M -$108K -2,536 -2%
PWM
178
Paulson Wealth Management
Illinois
$4.56M +$216K +5,068 +5%
SCM
179
SCS Capital Management
Massachusetts
$4.54M +$688K +16,151 +18%
PWG
180
Portside Wealth Group
Utah
$4.53M +$398K +9,347 +10%
P
181
&Partners
Tennessee
$4.5M +$2.26M +52,999 +101%
OWP
182
Obermeyer Wealth Partners
Colorado
$4.44M -$22.9M -538,112 -84%
Brown Advisory
183
Brown Advisory
Maryland
$4.43M -$469K -11,004 -10%
SI
184
Seeds Investor
New York
$4.35M +$3.19M +74,968 +275%
DAS
185
Diversify Advisory Services
Utah
$4.2M +$652K +14,638 +18%
PS
186
Principal Securities
Iowa
$4.13M +$2.23M +52,260 +117%
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$4.1M +$1.06M +24,785 +35%
1WM
188
1900 Wealth Management
Texas
$4.02M -$829K -19,449 -17%
OWM
189
Olympus Wealth Management
Utah
$3.92M +$1.03M +24,073 +35%
FFA
190
Founders Financial Alliance
North Carolina
$3.9M +$319K +7,477 +9%
WMR
191
Wealth Management Resources
Rhode Island
$3.89M +$440K +10,326 +13%
PC
192
Pecaut & Co
Iowa
$3.88M -$398K -9,350 -9%
AA
193
AF Advisors
California
$3.83M +$3.83M +90,000 New
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$3.81M -$172K -4,035 -4%
HFS
195
Hughes Financial Services
Virginia
$3.73M -$22.3M -516,256 -86%
SGI
196
Summit Global Investments
Utah
$3.73M +$1.32M +30,872 +54%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$3.73M +$2.28M +53,428 +157%
NA
198
Nottingham Advisors
New York
$3.69M +$637K +14,957 +21%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$3.65M +$200K +4,692 +6%
LWMI
200
Landmark Wealth Management (Illinois)
Illinois
$3.51M +$1.56M +36,545 +80%
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