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SPDR S&P 600 Small Cap Growth ETF

473 hedge funds and large institutions have $2.15B invested in SPDR S&P 600 Small Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 162 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
6.34%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
57
Increased
183
Reduced
162
Closed
27
Calls
$1.47M
Puts
Net Calls
+$1.47M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
26
Convergence Financial
Missouri
$17M -$3.7M -41,669 -18%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$16.8M +$6.22M +70,108 +59%
FNT
28
First National Trust
Pennsylvania
$16M +$963K +10,849 +6%
TIAA Trust, National Association
29
TIAA Trust, National Association
North Carolina
$15.9M +$519K +5,847 +3%
SWM
30
Shakespeare Wealth Management
Wisconsin
$15.2M +$621K +6,992 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$14.6M +$1.45M +16,282 +11%
KW
32
KWB Wealth
California
$14.5M -$1.4M -16,866 -9%
GFWA
33
Grey Fox Wealth Advisors
Delaware
$13.7M +$780K +8,793 +6%
PAG
34
Private Advisor Group
New Jersey
$12.5M -$3.91M -44,106 -24%
ORG
35
Optimist Retirement Group
Washington
$11.7M +$108K +1,218 +0.9%
WWA
36
WCG Wealth Advisors
Nevada
$11.7M +$933K +10,513 +9%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$11.6M -$581K -6,560 -5%
CAG
38
Csenge Advisory Group
Florida
$11.2M +$97.5K +1,138 +0.9%
AssetMark Inc
39
AssetMark Inc
California
$11M -$6.84M -77,056 -38%
EWA
40
ERTS Wealth Advisors
Michigan
$10.7M -$9.65M -108,708 -47%
VFG
41
Victory Financial Group
Texas
$10.1M +$1.67M +18,871 +20%
BWG
42
Balanced Wealth Group
Ohio
$10.1M +$1.16M +13,000 +13%
MG
43
Mather Group
Illinois
$9.55M -$1.04M -11,753 -10%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$9.24M -$146K -1,646 -2%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$8.68M +$546K +6,148 +7%
FFP
46
Forbes Financial Planning
Rhode Island
$8.59M -$668K -7,530 -7%
BW
47
BIP Wealth
Georgia
$8.27M +$262K +2,955 +3%
ODG
48
O'Dell Group
Ohio
$7.98M +$217K +2,448 +3%
MA
49
Mutual Advisors
Nebraska
$7.8M +$913K +10,073 +13%
MCM
50
MAI Capital Management
Ohio
$7.76M +$207K +2,329 +3%