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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$919M 22,557,955 +439,026 +2%
LPL Financial
2
LPL Financial
California
$914M 22,433,333 +1,407,446 +7%
Betterment LLC
3
Betterment LLC
New York
$658M 16,131,496 -32,224 -0.2%
VA
4
Valmark Advisers
Ohio
$238M 5,847,674 +465,430 +9%
Charles Schwab
5
Charles Schwab
California
$230M 5,648,640 +110,241 +2%
Morgan Stanley
6
Morgan Stanley
New York
$203M 4,979,994 +320,077 +7%
Ameriprise
7
Ameriprise
Minnesota
$193M 4,744,137 -519,981 -10%
Bank of America
8
Bank of America
North Carolina
$176M 4,310,617 -2,203,966 -34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$126M 3,098,187 -656,747 -17%
Creative Planning
10
Creative Planning
Kansas
$123M 3,016,410 -118,357 -4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M 3,004,000 +972,530 +48%
UBS Group
12
UBS Group
Switzerland
$99.4M 2,438,207 +78,599 +3%
TC
13
TownSquare Capital
Utah
$94.1M 2,308,455 +155,734 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$75.3M 1,846,512 +69,872 +4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$73.4M 1,799,620 -19,736 -1%
RBA
16
Richard Bernstein Advisors
New York
$68.8M 1,688,216 -1,518,068 -47%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$66.7M 1,636,460 -2,672,013 -62%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$66.5M 1,632,282 +66,862 +4%
CAG
19
Crestwood Advisors Group
Massachusetts
$66M 1,618,299 -581,010 -26%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$65.8M 1,614,291 +102,520 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$62.8M 1,539,491 +156,807 +11%
HP
22
Hancock Prospecting
Australia
$60.3M 1,479,711 +1,479,711 New
PAG
23
Private Advisor Group
New Jersey
$58.4M 1,431,750 -17,772 -1%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$56.3M 1,380,729 +53,717 +4%
TPSF
25
Texas Permanent School Fund
Texas
$56.1M 1,435,489 – –
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