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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 %
RFW
201
Rainier Family Wealth
Washington
$3.45M -$597K -14,010 -15%
FG
202
Fiduciary Group
Georgia
$3.43M +$1.16M +27,325 +51%
BFS
203
Bradley Foster & Sargent
Connecticut
$3.41M +$3.41M +80,078 New
CPIG
204
Chicago Partners Investment Group
Illinois
$3.38M -$3.34K -75 -0.1%
APC
205
Aspire Private Capital
North Carolina
$3.38M +$1.62M +38,105 +92%
MPM
206
MBB Public Markets
Illinois
$3.38M -$25.2M -590,470 -88%
CL
207
CVFG LLC
Indiana
$3.37M +$356K +8,361 +12%
KBFS
208
Kohmann Bosshard Financial Services
Ohio
$3.33M +$1.73M +40,697 +109%
AWS
209
Atria Wealth Solutions
New York
$3.3M -$286K -6,636 -8%
CGFA
210
Colton Groome Financial Advisors
North Carolina
$3.29M +$129K +3,037 +4%
LSL
211
Legacy Solutions LLC
Pennsylvania
$3.24M +$124K +2,902 +4%
AAS
212
Annex Advisory Services
Wisconsin
$3.23M +$295K +6,922 +10%
MA
213
MJP Associates
Connecticut
$3.21M -$1.22M -28,580 -28%
SWM
214
SilverOak Wealth Management
Minnesota
$3.18M -$64.4K -1,511 -2%
BCG
215
Breakwater Capital Group
New Jersey
$3.17M -$354K -8,321 -10%
CWP
216
Cyndeo Wealth Partners
Florida
$3.17M -$41.9K -983 -1%
SFA
217
Sequoia Financial Advisors
Ohio
$3.16M -$24.7K -579 -0.8%
DC
218
Destiny Capital
Colorado
$3.16M +$3.49K +82 +0.1%
WAS
219
Wealth Advisory Solutions
Indiana
$3.14M +$74.4K +1,746 +2%
DI
220
DDFG Inc
California
$3.12M +$126K +2,953 +4%
VA
221
VestGen Advisors
Illinois
$3.12M -$148K -3,469 -5%
GSIAS
222
Garden State Investment Advisory Services
New Jersey
$3.11M -$582K -13,645 -16%
MHS
223
M Holdings Securities
Oregon
$3.08M +$1.28K +30 +0%
MWM
224
Modera Wealth Management
New Jersey
$3.07M -$101K -2,382 -3%
SFS
225
Sowell Financial Services
Arkansas
$3.03M +$100K +2,347 +3%
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9
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