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State Street SPDR S&P Emerging Markets Small Cap ETF

192 hedge funds and large institutions have $525M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

14% more funds holding

Funds holding: 168192 (+24)

5.69% more ownership

Funds ownership: 65.11%70.8% (+5.7%)

3% more capital invested

Capital invested by funds: $512M → $525M (+$13.4M)

Holders
192
Holders Change
+24
Holders Change %
+14.29%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
34
Increased
68
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$121M -$4.9M -73,719 -4%
Bank of America
2
Bank of America
North Carolina
$47.6M -$1.21M -18,199 -2%
WA
3
Waddell & Associates
Tennessee
$42.5M +$26.4K +398 +0.1%
AssetMark Inc
4
AssetMark Inc
California
$29.5M +$29.9M +449,618 +2,248,090%
Mariner
5
Mariner
Kansas
$20.1M +$189K +2,843 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$18.5M +$700K +10,539 +4%
Wells Fargo
7
Wells Fargo
California
$14.9M +$570K +8,581 +4%
LPL Financial
8
LPL Financial
California
$13.2M -$1.59M -23,922 -11%
EWM
9
Empirical Wealth Management
Washington
$12M -$835K -12,580 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$10.8M
AC
11
Apella Capital
Connecticut
$8.05M +$536K +8,065 +7%
PFA
12
Pure Financial Advisors
California
$7.3M +$13.5K +204 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$6.99M +$18.8K +283 +0.3%
NEWAS
14
N.E.W. Advisory Services
Wisconsin
$6.63M +$1.46M +21,967 +28%
BW
15
BIP Wealth
Georgia
$6.28M -$244K -3,669 -4%
TFA
16
Transamerica Financial Advisors
Florida
$5.51M -$500K -7,528 -8%
WFP
17
Welch Financial Planning
Colorado
$5.39M +$5.45M +82,135 New
3AM
18
3EDGE Asset Management
Florida
$4.77M -$2.58M -38,918 -35%
WMG
19
WESCAP Management Group
California
$4.57M -$55.1K -829 -1%
CCA
20
Checchi Capital Advisers
California
$4.08M +$323K +4,870 +9%
TIM
21
Tortoise Investment Management
New York
$4.05M -$58.8K -885 -1%
JFGLC
22
Johnson Financial Group LLC (Colorado)
Colorado
$4M +$833K +12,542 +26%
RF
23
rebel Financial
Ohio
$3.92M +$3.96M +59,634 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.63M +$1.1M +16,554 +43%
RPG
25
Risk Paradigm Group
Texas
$3.56M +$3.6M +54,192 New