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State Street SPDR S&P 600 Small Cap Growth ETF

509 hedge funds and large institutions have $2.39B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 40

13% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 166

5% more funds holding

Funds holding: 483509 (+26)

1% more capital invested

Capital invested by funds: $2.37B → $2.39B (+$18.5M)

0.86% less ownership

Funds ownership: 67.33%66.47% (-0.86%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
509
Holders Change
+26
Holders Change %
+5.38%
% of All Funds
6.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.21%
New
77
Increased
187
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
51
Key Financial Inc
Pennsylvania
$7.82M +$82K +869 +1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$7.79M +$4.39M +46,463 +128%
CFG
53
Compton Financial Group
Maryland
$7.78M +$530K +5,616 +7%
FSG
54
Financial Strategies Group
Michigan
$7.55M +$166K +1,761 +2%
IWS
55
Integrity Wealth Solutions
Colorado
$7.43M +$316K +3,346 +4%
NWS
56
Nvest Wealth Strategies
Ohio
$7.41M +$7.43M +78,698 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$7.19M +$830K +8,791 +13%
TWM
58
Tradition Wealth Management
Minnesota
$7.18M -$58.8K -623 -0.8%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$7.16M +$208K +2,206 +3%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$7.12M +$13.2K +140 +0.2%
CPA
61
Capital Performance Advisors
California
$7.07M +$7.08M +75,040 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$7.05M +$331K +3,503 +5%
SWA
63
Strategies Wealth Advisors
Michigan
$7.03M -$192K -2,035 -3%
HWM
64
HRC Wealth Management
Idaho
$7.01M +$76.8K +814 +1%
ACA
65
Aptus Capital Advisors
Alabama
$6.78M +$286K +3,027 +4%
MA
66
MONECO Advisors
Connecticut
$6.72M +$1.32M +14,003 +24%
FFA
67
Fragasso Financial Advisors
Pennsylvania
$6.41M +$162K +1,719 +3%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$6.4M -$28.8K -305 -0.4%
MML Investors Services
69
MML Investors Services
Massachusetts
$6.26M +$330K +3,494 +6%
CPWA
70
Cerro Pacific Wealth Advisors
California
$6.23M +$388K +4,110 +7%
LGW
71
Leslie Global Wealth
Illinois
$5.85M +$235K +2,488 +4%
Truist Financial
72
Truist Financial
North Carolina
$5.84M -$121K -1,285 -2%
FSA
73
Financial Security Advisor
Virginia
$5.68M -$63.3K -671 -1%
LFPWM
74
Leicht Financial Planning & Wealth Management
New Jersey
$5.44M +$21.1K +223 +0.4%
Creative Planning
75
Creative Planning
Kansas
$5.39M -$97K -1,028 -2%