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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
OAM
201
Occidental Asset Management
California
$1.06M -$31.3K -332 -3%
CWS
202
Confluence Wealth Services
Pennsylvania
$1.04M -$24.4K -259 -2%
DI
203
Diligent Investors
California
$1.02M -$91.6K -970 -8%
YIA
204
YHB Investment Advisors
Connecticut
$1.01M +$23K +244 +2%
PA
205
PSI Advisors
Florida
$1.01M -$32.5K -344 -3%
KNFPWM
206
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1M -$119K -1,262 -11%
ASN
207
Advisory Services Network
Georgia
$985K +$916K +9,702 +1,292%
TC
208
Trilogy Capital
California
$967K +$256K +2,709 +36%
UCFA
209
United Capital Financial Advisors
Texas
$958K +$200K +2,115 +26%
VWA
210
Visionary Wealth Advisors
Illinois
$944K -$64.6K -684 -6%
ITB
211
Idaho Trust Bank
Idaho
$934K -$151K -1,601 -14%
BPA
212
Beacon Pointe Advisors
California
$927K +$22.7K +240 +2%
CWM
213
Connecticut Wealth Management
Connecticut
$923K -$88.1K -933 -9%
BC
214
Burney Company
Virginia
$901K -$12.9K -137 -1%
SL
215
Salomon & Ludwin
Virginia
$891K +$46.3K +490 +6%
MCM
216
MidAtlantic Capital Management
Virginia
$880K -$850 -9 -0.1%
BFA
217
Bill Few Associates
Pennsylvania
$873K +$158K +1,676 +22%
PCIA
218
Prime Capital Investment Advisors
Kansas
$869K +$422K +4,467 +94%
Stifel Financial
219
Stifel Financial
Missouri
$864K +$44.5K +471 +5%
SA
220
Sanctuary Advisors
Indiana
$853K +$38.6K +409 +5%
OCM
221
One Capital Management
California
$826K -$337K -3,568 -29%
VA
222
Valmark Advisers
Ohio
$826K +$67.3K +713 +9%
FIM
223
Freedom Investment Management
Connecticut
$822K +$9.72K +103 +1%
TDWM
224
Topel & Distasi Wealth Management
California
$810K
MT
225
Midwest Trust
Kansas
$805K -$28K -297 -3%