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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
Holders
456
Holders Change
-17
Holders Change %
-3.59%
% of All Funds
6.19%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
35
Increased
176
Reduced
167
Closed
42
Calls
$166K
Puts
$6K
Net Calls
+$160K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
ERTS Wealth Advisors
Michigan
$19M +$82K +988 +0.4%
Raymond James Financial
27
Raymond James Financial
Florida
$18.8M +$1.95M +23,470 +12%
AA
28
Aire Advisors
California
$18.6M +$241K +2,902 +1%
KW
29
KWB Wealth
California
$17.3M -$1.33M -14,735 -7%
AssetMark Inc
30
AssetMark Inc
California
$16.7M +$164K +1,979 +1%
PAG
31
Private Advisor Group
New Jersey
$15.4M -$1.48M -17,851 -9%
KA
32
Klingman & Associates
New York
$14.9M +$566K +6,821 +4%
TIAA Trust, National Association
33
TIAA Trust, National Association
North Carolina
$14.4M +$677K +8,159 +5%
Mariner
34
Mariner
Kansas
$14.4M -$984K -11,855 -6%
FNT
35
First National Trust
Pennsylvania
$14M -$494K -5,956 -3%
SWM
36
Shakespeare Wealth Management
Wisconsin
$13.7M +$1.08M +12,953 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$3.41M +41,131 +35%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$12.3M -$905K -10,902 -7%
GFWA
39
Grey Fox Wealth Advisors
Delaware
$12M +$279K +3,358 +2%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$11.3M +$2.23M +27,081 +25%
ORG
41
Optimist Retirement Group
Washington
$10.9M +$93.2K +1,123 +0.9%
CIM
42
Confluence Investment Management
Missouri
$10.5M -$6.61M -79,668 -39%
Truist Financial
43
Truist Financial
North Carolina
$10.4M -$675K -8,137 -6%
CAG
44
Csenge Advisory Group
Florida
$10.1M -$463K -5,941 -4%
WWA
45
WCG Wealth Advisors
Nevada
$10M -$1.49M -17,958 -13%
MG
46
Mather Group
Illinois
$9.91M +$145K +1,748 +1%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9.87M +$5.48M +65,988 +125%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$9.46M -$522K -6,291 -5%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$8.78M +$60.3K +727 +0.7%
FFP
50
Forbes Financial Planning
Rhode Island
$8.66M -$125K -1,505 -1%