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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 %
MFA
176
Millington Financial Advisors
Illinois
$4.6M 123,594 -3,894 -3%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$4.47M 109,702 -2,970 -3%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$4.47M 109,561 -12,137 -10%
SFP
179
Strategic Financial Planning
Texas
$4.45M 109,160 +7,082 +7%
RCA
180
Resonant Capital Advisors
Wisconsin
$4.34M 106,511 +3,756 +4%
IWMA
181
Ironwood Wealth Management (Arizona)
Arizona
$4.34M 106,461 -12,231 -10%
HA
182
Hofer & Associates
California
$4.27M 104,755 +4,172 +4%
MA
183
MJP Associates
Connecticut
$4.23M 103,876 -32,583 -24%
CFLC
184
California First Leasing Corp
California
$4.22M 103,485 – –
PWM
185
Paulson Wealth Management
Illinois
$4.15M 101,894 +2,472 +2%
PC
186
Pecaut & Co
Iowa
$4.09M 100,426 +5,623 +6%
SFG
187
Shum Financial Group
California
$4.06M 99,612 +803 +0.8%
Cerity Partners
188
Cerity Partners
New York
$4.06M 99,537 -6,896 -6%
PWG
189
Portside Wealth Group
Utah
$3.96M 97,072 +7,080 +8%
RFW
190
Rainier Family Wealth
Washington
$3.87M 95,039 +8,026 +9%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$3.81M 93,486 -5,562 -6%
AFG
192
Arkansas Financial Group
Arkansas
$3.78M 102,617 +6,580 +7%
SCM
193
SCS Capital Management
Massachusetts
$3.68M 90,399 +90,399 New
GSIAS
194
Garden State Investment Advisory Services
New Jersey
$3.54M 86,692 +4,155 +5%
6F
195
626 Financial
Michigan
$3.53M 86,526 -2,014 -2%
HWP
196
Hibernia Wealth Partners
Louisiana
$3.52M 86,258 -29,334 -25%
SFI
197
SPC Financial Inc
Maryland
$3.48M 85,347 +2,950 +4%
FFA
198
Founders Financial Alliance
North Carolina
$3.43M 84,123 +6,548 +8%
AWS
199
Atria Wealth Solutions
New York
$3.39M 83,226 -10,685 -11%
CAM
200
Cresset Asset Management
Illinois
$3.38M 82,952 +48,369 +140%
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