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SPDR S&P 600 Small Cap Growth ETF

456 hedge funds and large institutions have $2.2B invested in SPDR S&P 600 Small Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $2.37B → $2.2B (-$171M)

17% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 42

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
456
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$166K
Puts
$6K
Net Calls
Net Calls Change

Top Buyers

1 +$38.1M
2 +$19.6M
3 +$19.5M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
VFG
Victory Financial Group
Texas
+$7.46M

Top Sellers

1 -$14.5M
2 -$11.6M
3 -$9.41M
4
SL
Systelligence LLC
Minnesota
-$9.38M
5
Wells Fargo
Wells Fargo
California
-$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
ERTS Wealth Advisors
Michigan
$19M
Raymond James Financial
27
Raymond James Financial
Florida
$18.8M
AA
28
Aire Advisors
California
$18.6M
KW
29
KWB Wealth
California
$17.3M
AssetMark Inc
30
AssetMark Inc
California
$16.7M
PAG
31
Private Advisor Group
New Jersey
$15.4M
KA
32
Klingman & Associates
New York
$14.9M
TIAA Trust, National Association
33
TIAA Trust, National Association
North Carolina
$14.4M
Mariner
34
Mariner
Kansas
$14.4M
FNT
35
First National Trust
Pennsylvania
$14M
SWM
36
Shakespeare Wealth Management
Wisconsin
$13.7M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$12.3M
GFWA
39
Grey Fox Wealth Advisors
Delaware
$12M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$11.3M
ORG
41
Optimist Retirement Group
Washington
$10.9M
CIM
42
Confluence Investment Management
Missouri
$10.5M
Truist Financial
43
Truist Financial
North Carolina
$10.4M
CAG
44
Csenge Advisory Group
Florida
$10.1M
WWA
45
WCG Wealth Advisors
Nevada
$10M
MG
46
Mather Group
Illinois
$9.91M
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9.87M
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$9.46M
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$8.78M
FFP
50
Forbes Financial Planning
Rhode Island
$8.66M