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State Street SPDR Portfolio S&P 600 Small Cap ETF

888 hedge funds and large institutions have $8.1B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 374 increasing their positions, 313 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 313

15% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $7.92B → $8.1B (+$185M)

0% less funds holding

Funds holding: 890888 (-2)

0.82% less ownership

Funds ownership: 72.61%71.79% (-0.82%)

12% less funds holding in top 10

Funds holding in top 10: 4943 (-6)

Holders
888
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
11.69%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
86
Increased
374
Reduced
313
Closed
75
Calls
$2.13M
Puts
Net Calls
+$2.13M
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B +$51.4M +1,274,148 +6%
LPL Financial
2
LPL Financial
California
$997M +$39M +968,299 +4%
Betterment LLC
3
Betterment LLC
New York
$750M +$59.9M +1,485,197 +9%
VA
4
Valmark Advisers
Ohio
$267M +$16.8M +415,695 +7%
Charles Schwab
5
Charles Schwab
California
$262M +$20.1M +499,599 +9%
Morgan Stanley
6
Morgan Stanley
New York
$209M -$2.74M -67,862 -1%
Ameriprise
7
Ameriprise
Minnesota
$161M -$39.2M -972,068 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$139M +$6.59M +163,374 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$135M +$6.6M +163,590 +5%
Bank of America
10
Bank of America
North Carolina
$133M -$48.2M -1,194,786 -28%
Creative Planning
11
Creative Planning
Kansas
$122M -$6.36M -157,697 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$111M +$59.3M +1,470,388 +129%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$81.3M +$4.38M +108,624 +6%
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$70.7M +$1.85M +45,940 +3%
CAG
15
Crestwood Advisors Group
Massachusetts
$69.5M +$558K +13,826 +0.9%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$69.4M +$10M +249,130 +18%
Osaic Holdings
17
Osaic Holdings
Arizona
$66.6M +$1.06M +26,340 +2%
HP
18
Hancock Prospecting
Australia
$63M
TPSF
19
Texas Permanent School Fund
Texas
$61.2M
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$59.7M +$3.06M +75,820 +6%
AssetMark Inc
21
AssetMark Inc
California
$56.6M +$28.5M +705,990 +113%
State Street
22
State Street
Massachusetts
$54.9M +$7.07M +175,237 +16%
UBS Group
23
UBS Group
Switzerland
$54.4M -$46.9M -1,161,911 -48%
PAG
24
Private Advisor Group
New Jersey
$52.9M -$7.66M -189,978 -13%
MWA
25
Midland Wealth Advisors
Illinois
$49.5M +$1.74M +43,034 +4%

SPSM Hedge Fund Activity: Q2 2025 in Review

888 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q2 2025, worth a combined $8.1B — up 2.3% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SPSM positions and 75 closed out — a net gain of 11 holders — while 374 added to existing stakes and 313 trimmed.

The largest buyer was Betterment LLC, adding an estimated $59.9M. The largest seller was TownSquare Capital, cutting an estimated $90.8M.

  • 888 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q2 2025, down from 890 in Q1 2025.
  • Funds reported $8.1B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 86 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q2 2025 and 75 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q2 2025 was Betterment LLC, an estimated $59.9M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q2 2025 was TownSquare Capital, an estimated $90.8M sold.

Based on aggregated 13F filings for Q2 2025.