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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
226
Park Avenue Securities
New York
$969K +$138K +1,758 +17%
AFTS
227
American Financial & Tax Strategies
New York
$964K -$75.7K -966 -7%
AAS
228
Ameritas Advisory Services
Nebraska
$958K -$50.4K -582 -5%
FAN
229
Financial Advisors Network
California
$956K -$20K -255 -2%
IWA
230
Invera Wealth Advisors
Oregon
$947K +$10.9K +139 +1%
DWM
231
Denver Wealth Management
Colorado
$945K -$56K -714 -6%
GA
232
GFS Advisors
Texas
$943K
MCM
233
MidAtlantic Capital Management
Virginia
$939K
IJWM
234
Inman Jager Wealth Management
Mississippi
$937K +$14.4K +184 +2%
CIA
235
Compass Ion Advisors
Pennsylvania
$925K +$475K +6,055 +105%
AQR Capital Management
236
AQR Capital Management
Connecticut
$918K +$918K +11,715 New
HCP
237
Hardin Capital Partners
South Carolina
$912K +$912K +11,628 New
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$906K +$130K +1,663 +17%
CFCI
239
Comprehensive Financial Consultants Institutional
Indiana
$902K +$20.7K +264 +2%
MWA
240
Motive Wealth Advisors
Michigan
$879K +$5.72K +73 +0.7%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$874K +$279K +3,555 +47%
CBA
242
Coastal Bridge Advisors
Connecticut
$874K +$874K +11,147 New
BCI
243
Brinker Capital Investments
Pennsylvania
$866K -$191K -2,442 -18%
OPS
244
Orion Portfolio Solutions
Nebraska
$866K -$191K -2,442 -18%
HFA
245
Highland Financial Advisors
New Jersey
$863K +$318K +4,058 +58%
SF
246
Summit Financial
New Jersey
$854K -$129K -1,643 -13%
OAM
247
Occidental Asset Management
California
$852K -$317K -4,045 -27%
WWM
248
Western Wealth Management
Colorado
$844K -$15.9K -203 -2%
M&T Bank
249
M&T Bank
New York
$839K -$10.8K -138 -1%
VWM
250
Valley Wealth Managers
New Jersey
$836K -$47.1K -601 -5%