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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$4.71M +$509K +10,908 +12%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$4.71M -$221K -4,736 -4%
HI
203
Harbour Investments
Wisconsin
$4.58M -$308K -6,614 -6%
AC
204
AlphaCore Capital
California
$4.53M +$4.48M +96,126 +19,187%
SFG
205
Shum Financial Group
California
$4.51M -$38.7K -830 -0.9%
SI
206
Seeds Investor
New York
$4.49M -$399K -8,555 -8%
AWM
207
AE Wealth Management
Kansas
$4.48M -$494K -10,601 -10%
SAW
208
Signal Advisors Wealth
Michigan
$4.48M -$890K -19,084 -17%
SCM
209
SCS Capital Management
Massachusetts
$4.46M -$357K -7,660 -7%
WMR
210
Wealth Management Resources
Rhode Island
$4.41M -$54.2K -1,163 -1%
RFW
211
Rainier Family Wealth
Washington
$4.36M +$565K +12,123 +15%
MA
212
MJP Associates
Connecticut
$4.36M +$652K +13,991 +18%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$4.22M +$361K +7,732 +9%
CGFA
214
Colton Groome Financial Advisors
North Carolina
$4.18M +$346K +7,424 +9%
1WM
215
1900 Wealth Management
Texas
$4.08M -$36.8K -790 -0.9%
NA
216
Nottingham Advisors
New York
$4.08M +$118K +2,525 +3%
OWP
217
Obermeyer Wealth Partners
Colorado
$4.05M -$201K -4,312 -5%
BFS
218
Bradley Foster & Sargent
Connecticut
$4.04M +$65K +1,393 +2%
KAM
219
Knightsbridge Asset Management
California
$4.03M -$177K -3,805 -4%
PCA
220
Pallas Capital Advisors
Massachusetts
$4.01M +$4M +85,665 New
CL
221
CVFG LLC
Indiana
$3.96M +$116K +2,487 +3%
PIA
222
Perennial Investment Advisors
California
$3.85M -$132K -2,835 -3%
WAS
223
Wealth Advisory Solutions
Indiana
$3.79M +$61.2K +1,313 +2%
CWM
224
Compass Wealth Management
Connecticut
$3.79M +$140K +2,997 +4%
AI
225
Atria Investments
North Carolina
$3.74M +$311K +6,670 +9%