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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
JWCA
176
J.W. Cole Advisors
Florida
$5.95M -$133K -2,861 -2%
LWMI
177
Landmark Wealth Management (Illinois)
Illinois
$5.95M -$1.29M -27,565 -18%
Cerity Partners
178
Cerity Partners
New York
$5.85M +$277K +5,938 +5%
PS
179
Principal Securities
Iowa
$5.76M +$876K +18,783 +18%
GWM
180
Gibbs Wealth Management
Georgia
$5.73M -$220K -4,711 -4%
RCA
181
Resonant Capital Advisors
Wisconsin
$5.7M -$148K -3,175 -3%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$5.63M -$1.51M -32,348 -21%
CWM
183
Cornerstone Wealth Management
Missouri
$5.58M -$109K -2,333 -2%
PI
184
Pachira Investments
California
$5.55M -$1.02M -21,859 -16%
APC
185
Aspire Private Capital
North Carolina
$5.52M -$1.72M -36,894 -24%
WA
186
Waverly Advisors
Alabama
$5.28M +$20.3K +436 +0.4%
HA
187
Hofer & Associates
California
$5.24M +$157K +3,368 +3%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$5.18M -$295K -6,320 -5%
FG
189
Fiduciary Group
Georgia
$5.11M +$540K +11,574 +12%
NF
190
Napier Financial
Massachusetts
$5.07M +$5.04M +108,154 New
Baird Financial Group
191
Baird Financial Group
Wisconsin
$5.03M -$239K -5,124 -5%
Sumitomo Mitsui Trust Group
192
Sumitomo Mitsui Trust Group
Japan
$5.01M -$686K -14,700 -12%
6F
193
626 Financial
Michigan
$4.97M -$14.9K -320 -0.3%
XPN
194
XY Planning Network
Montana
$4.94M +$3.48M +74,556 +241%
DAS
195
Diversify Advisory Services
Utah
$4.9M +$179K +3,835 +4%
P
196
&Partners
Tennessee
$4.86M -$4.24K -91 -0.1%
TI
197
Tidal Investments
Wisconsin
$4.8M +$4.77M +102,373 New
PPWM
198
Premier Private Wealth Management
Florida
$4.79M +$4.47M +95,808 New
SHJ
199
Sharkey, Howes & Javer
Colorado
$4.74M -$923K -19,792 -16%
LFG
200
Larson Financial Group
Missouri
$4.74M -$403K -8,639 -8%