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State Street SPDR Portfolio S&P 600 Small Cap ETF

896 hedge funds and large institutions have $9.07B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 383 increasing their positions, 303 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 48

26% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 303

12% more capital invested

Capital invested by funds: $8.1B → $9.07B (+$969M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 888896 (+8)

0.92% less ownership

Funds ownership: 71.79%70.87% (-0.92%)

Holders
896
Holders Change
+8
Holders Change %
+0.9%
% of All Funds
11.76%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.62%
New
85
Increased
383
Reduced
303
Closed
48
Calls
$2.09M
Puts
Net Calls
+$2.09M
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.19B +$99.8M +2,226,550 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.07B -$37.3M -831,365 -3%
Betterment LLC
3
Betterment LLC
New York
$840M +$23.6M +525,892 +3%
Charles Schwab
4
Charles Schwab
California
$295M +$9.63M +214,694 +3%
Morgan Stanley
5
Morgan Stanley
New York
$249M +$20.6M +460,098 +9%
VA
6
Valmark Advisers
Ohio
$246M -$42.5M -947,483 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$180M +$27.8M +620,942 +19%
Ameriprise
8
Ameriprise
Minnesota
$174M -$874K -19,481 -0.5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$152M +$5.09M +113,601 +4%
Bank of America
10
Bank of America
North Carolina
$152M +$7.03M +156,866 +5%
Creative Planning
11
Creative Planning
Kansas
$131M -$1.32M -29,339 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$128M +$7.13M +158,958 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$104M +$31M +691,167 +44%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$89.5M +$1.04M +23,234 +1%
TPSF
15
Texas Permanent School Fund
Texas
$83.6M +$16.5M +368,628 +26%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$81.2M +$4.14M +92,383 +6%
State Street
17
State Street
Massachusetts
$79.9M +$19.6M +436,350 +34%
AssetMark Inc
18
AssetMark Inc
California
$77.5M +$15.5M +345,040 +26%
CAG
19
Crestwood Advisors Group
Massachusetts
$77.2M +$1.56M +34,710 +2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$76.1M +$619K +13,807 +0.8%
UBS Group
21
UBS Group
Switzerland
$70.1M +$10.6M +236,563 +19%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$68.4M +$3.33M +74,271 +5%
VIA
23
Vantagepoint Investment Advisers
District of Columbia
$65.5M +$63.4M +1,413,202 New
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$58.1M +$30.8M +687,258 +121%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$57.7M +$6.87M +153,119 +14%

SPSM Hedge Fund Activity: Q3 2025 in Review

896 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for Q3 2025, worth a combined $9.07B — up 12% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPSM positions and 48 closed out — a net gain of 37 holders — while 383 added to existing stakes and 303 trimmed.

The largest buyer was LPL Financial, adding an estimated $99.8M. The largest seller was Hancock Prospecting, cutting an estimated $51M.

  • 896 institutional investors held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) as of Q3 2025, up from 888 in Q2 2025.
  • Funds reported $9.07B of State Street SPDR Portfolio S&P 600 Small Cap ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio S&P 600 Small Cap ETF positions in Q3 2025 and 48 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF buyer in Q3 2025 was LPL Financial, an estimated $99.8M added.
  • The largest State Street SPDR Portfolio S&P 600 Small Cap ETF seller in Q3 2025 was Hancock Prospecting, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2025.