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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

2% more funds holding

Funds holding: 583595 (+12)

2% less capital invested

Capital invested by funds: $2.74B → $2.68B (-$54.2M)

1.08% less ownership

Funds ownership: 66.85%65.78% (-1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
Holders Change
+12
Holders Change %
+2.06%
% of All Funds
7.33%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.25%
New
52
Increased
184
Reduced
244
Closed
27
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$489M -$46.6M -482,413 -9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$102M -$7.45M -77,057 -7%
Bank of America
3
Bank of America
North Carolina
$98.8M -$31.5M -325,415 -24%
CFS
4
Cannon Financial Strategists
Georgia
$95.3M +$591K +6,109 +0.6%
NP
5
NorthRock Partners
Minnesota
$75.5M +$1.57M +16,239 +2%
GIM
6
Goelzer Investment Management
Indiana
$74.8M -$8.51M -88,013 -10%
Ameriprise
7
Ameriprise
Minnesota
$56.5M -$11.3M -117,392 -16%
Morgan Stanley
8
Morgan Stanley
New York
$52.6M +$5.6M +57,912 +12%
WWA
9
WCG Wealth Advisors
Nevada
$36M +$1.01M +10,447 +3%
Creative Planning
10
Creative Planning
Kansas
$33.6M -$10M -103,415 -23%
RA
11
Rodgers & Associates
Pennsylvania
$30.6M -$961K -9,935 -3%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$29.6M -$738K -7,637 -2%
DJFS
13
Dean Jacobson Financial Services
Texas
$27.5M +$545K +5,634 +2%
EH
14
Equitable Holdings
New York
$27.3M -$1.65M -17,058 -5%
Cerity Partners
15
Cerity Partners
New York
$27.1M -$350K -3,620 -1%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$26.9M -$294K -3,039 -1%
KA
17
Klingman & Associates
New York
$26.6M -$73.2K -757 -0.3%
EK
18
Evensky & Katz
Florida
$25.2M -$1.14M -11,775 -4%
Wells Fargo
19
Wells Fargo
California
$24.7M +$821K +8,494 +3%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$24.4M -$1.08M -11,130 -4%
MIM
21
Morningstar Investment Management
Illinois
$24.2M -$12.6M -130,619 -34%
AFA
22
American Financial Advisors
Georgia
$23.6M -$573K -5,931 -2%
WA
23
Waverly Advisors
Alabama
$22.3M +$18.4M +190,080 +418%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$21.8M +$1.41M +14,533 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$21.5M +$1.9M +19,697 +9%