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State Street SPDR S&P 600 Small Cap Value ETF

561 hedge funds and large institutions have $2.71B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 231 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$284M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 550561 (+11)

0.3% less ownership

Funds ownership: 66.42%66.13% (-0.3%)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 231

Holders
561
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.36%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
60
Increased
169
Reduced
231
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$953K -$85.2K -1,000 -9%
ASN
227
Advisory Services Network
Georgia
$950K +$52.4K +615 +6%
MFG
228
Merit Financial Group
Georgia
$941K -$270K -3,167 -23%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$935K +$57.1K +670 +7%
JWCA
230
J.W. Cole Advisors
Florida
$921K -$54.5K -640 -6%
Comerica Bank
231
Comerica Bank
Texas
$914K -$23.1K -271 -3%
CF
232
Centaurus Financial
California
$912K +$3.83K +45 +0.4%
Deutsche Bank
233
Deutsche Bank
Germany
$900K
M&T Bank
234
M&T Bank
New York
$899K -$74.6K -875 -8%
OCM
235
One Capital Management
California
$892K -$17.3K -203 -2%
FIM
236
Freedom Investment Management
Connecticut
$883K -$904K -10,606 -52%
CFG
237
Carter Financial Group
Illinois
$875K -$139K -1,627 -14%
MWM
238
McMill Wealth Management
Nebraska
$872K -$4.09K -48 -0.5%
VWM
239
Valley Wealth Managers
New Jersey
$865K -$54.7K -642 -6%
BI
240
Beckerman Institutional
New Jersey
$858K -$682 -8 -0.1%
OFO
241
OneAscent Family Office
Alabama
$857K +$8.44K +99 +1%
Betterment LLC
242
Betterment LLC
New York
$856K -$2.04K -24 -0.2%
ACM
243
AlphaStar Capital Management
North Carolina
$851K +$33.9K +398 +4%
MMA
244
Miracle Mile Advisors
California
$850K -$15.2K -178 -2%
FHA
245
Flagship Harbor Advisors
Massachusetts
$820K +$27.7K +325 +4%
BPA
246
Beacon Pointe Advisors
California
$818K +$512K +6,008 +186%
IWP
247
IAG Wealth Partners
Wisconsin
$815K +$2.47K +29 +0.3%
FA
248
Fiduciary Alliance
South Carolina
$814K +$14.1K +165 +2%
OC
249
Oppenheimer & Co
New York
$807K +$10.7K +125 +1%
PTC
250
Private Trust Company
Ohio
$794K +$108K +1,272 +17%