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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
LPL Financial
1
LPL Financial
California
$1.26B +$63.5M +1,362,095 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$990M -$87.4M -1,873,289 -8%
Betterment LLC
3
Betterment LLC
New York
$879M +$28.7M +614,934 +3%
Morgan Stanley
4
Morgan Stanley
New York
$644M +$391M +8,375,030 +156%
Charles Schwab
5
Charles Schwab
California
$303M +$4.68M +100,394 +2%
VA
6
Valmark Advisers
Ohio
$248M -$619K -13,280 -0.2%
Bank of America
7
Bank of America
North Carolina
$180M +$26.5M +567,637 +17%
Ameriprise
8
Ameriprise
Minnesota
$178M +$2.15M +46,096 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$164M -$18.2M -390,898 -10%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$163M +$9.3M +199,522 +6%
Creative Planning
11
Creative Planning
Kansas
$131M -$1.69M -36,169 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$121M -$9.09M -195,011 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$93.6M -$12.1M -260,308 -12%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$89.6M -$887K -19,020 -1%
TPSF
15
Texas Permanent School Fund
Texas
$84.8M +$302K +6,486 +0.4%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$84.8M +$2.65M +56,885 +3%
CAG
17
Crestwood Advisors Group
Massachusetts
$80.7M +$2.58M +55,342 +3%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$78.8M +$1.82M +38,971 +2%
State Street
19
State Street
Massachusetts
$77.8M -$3.05M -65,429 -4%
AssetMark Inc
20
AssetMark Inc
California
$72.2M -$6.17M -132,382 -8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$1.97M +42,322 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$62.7M +$4.33M +92,756 +7%
VIA
23
Vantagepoint Investment Advisers
District of Columbia
$61.3M -$4.87M -104,370 -7%
MSA
24
Mason Street Advisors
Wisconsin
$60.6M +$6.07M +130,180 +11%
UBS Group
25
UBS Group
Switzerland
$60.3M -$10.6M -226,413 -15%