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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
226
Highland Financial Advisors
New Jersey
$1.08M
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$1.06M
IJWM
228
Inman Jager Wealth Management
Mississippi
$1.06M
BW
229
Balance Wealth
Ohio
$1.05M
NA
230
NewEdge Advisors
Louisiana
$1.05M
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$1.04M
FA
232
Fiduciary Alliance
South Carolina
$1.04M
PWMG
233
Private Wealth Management Group
New Jersey
$1.03M
LPAM
234
Lodestar Private Asset Management
California
$1.03M
BlackRock
235
BlackRock
New York
$1.03M
AWA
236
Arkadios Wealth Advisors
Georgia
$1M
QC
237
Quent Capital
New York
$991K
DI
238
Diligent Investors
California
$985K
CSF
239
Capital Squared Financial
Maryland
$980K
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$971K
FIM
241
Freedom Investment Management
Connecticut
$970K
CF
242
Centaurus Financial
California
$967K
Deutsche Bank
243
Deutsche Bank
Germany
$946K
M&T Bank
244
M&T Bank
New York
$938K
ASN
245
Advisory Services Network
Georgia
$931K
JWCA
246
J.W. Cole Advisors
Florida
$927K
OFO
247
OneAscent Family Office
Alabama
$920K
AAP
248
Arax Advisory Partners
Colorado
$915K
KW
249
KWB Wealth
California
$906K
BI
250
Beckerman Institutional
New Jersey
$905K