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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 %
BCG
201
Breakwater Capital Group
New Jersey
$3.38M 82,817 +12,317 +17%
WMR
202
Wealth Management Resources
Rhode Island
$3.3M 81,039 +3,341 +4%
AI
203
Atria Investments
North Carolina
$3.3M 81,020 +1,995 +3%
CA
204
CSM Advisors
Pennsylvania
$3.29M 80,752 – –
WAM
205
WNY Asset Management
New York
$3.24M 79,565 +2,860 +4%
NC
206
Napatree Capital
Rhode Island
$3.19M 78,157 +7,935 +11%
SFMG
207
Sage Financial Management Group
Virginia
$3.18M 78,055 -1,194 -2%
PCIA
208
Prime Capital Investment Advisors
Kansas
$3.16M 77,648 +61,991 +396%
DAS
209
Diversify Advisory Services
Utah
$3.13M 79,603 +10,328 +15%
VA
210
VestGen Advisors
Illinois
$3.12M 76,632 +76,632 New
GC
211
Grimes & Company
Massachusetts
$3.11M 76,381 -2,358 -3%
SWM
212
SilverOak Wealth Management
Minnesota
$3.11M 76,201 +5,759 +8%
CWP
213
Cyndeo Wealth Partners
Florida
$3.08M 75,450 +36,227 +92%
SFA
214
Sequoia Financial Advisors
Ohio
$3.05M 74,869 +2,853 +4%
MWM
215
Modera Wealth Management
New Jersey
$3.03M 74,377 -2,652 -3%
NYLIM
216
New York Life Investment Management
New York
$3.03M 74,333 +3,527 +5%
CPIG
217
Chicago Partners Investment Group
Illinois
$3.02M 76,152 +10,799 +17%
MFG
218
Marmo Financial Group
Tennessee
$3.02M 74,109 -8,290 -10%
DC
219
Destiny Capital
Colorado
$3.02M 74,100 -18,762 -20%
LSL
220
Legacy Solutions LLC
Pennsylvania
$2.99M 73,238 +2,520 +4%
RCM
221
RMR Capital Management
California
$2.98M 73,094 +285 +0.4%
MHS
222
M Holdings Securities
Oregon
$2.94M 72,157 -667 -0.9%
WAS
223
Wealth Advisory Solutions
Indiana
$2.93M 71,968 +2,224 +3%
NA
224
Nottingham Advisors
New York
$2.92M 71,703 +13,972 +24%
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$2.92M 71,561 -4,775 -6%
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