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SPDR S&P 600 Small Cap Value ETF

542 hedge funds and large institutions have $2.42B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.27%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.23%
New
47
Increased
176
Reduced
226
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
251
IAG Wealth Partners
Wisconsin
$731K -$87.3K -1,094 -11%
FA
252
Fiduciary Alliance
South Carolina
$719K +$3.67K +46 +0.5%
OC
253
Oppenheimer & Co
New York
$716K +$429K +5,383 +150%
JFA
254
JNBA Financial Advisors
Minnesota
$712K -$306K -3,834 -30%
FHA
255
Flagship Harbor Advisors
Massachusetts
$712K +$53.8K +674 +8%
GLA
256
Good Life Advisors
Pennsylvania
$696K +$42.1K +528 +6%
SWM
257
SeaCrest Wealth Management
New York
$685K -$118K -1,484 -15%
CFS
258
Commonwealth Financial Services
West Virginia
$681K -$20.8K -261 -3%
WI
259
WrapManager Inc
California
$679K -$10.9K -137 -2%
DIS
260
Diversified Investment Strategies
Louisiana
$674K -$17.9K -225 -3%
LA
261
LexAurum Advisors
Kansas
$655K +$39K +489 +6%
AB
262
Atlas Brown
Kentucky
$654K -$9.17K -115 -1%
YP
263
YANKCOM Partnership
South Dakota
$651K
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$649K +$77.8K +975 +14%
RTL
265
Red Tortoise LLC
Georgia
$647K -$6.38K -80 -1%
4A
266
4Wealth Advisors
Illinois
$647K +$19.4K +243 +3%
PH
267
Pinnacle Holdings
Oklahoma
$644K -$33.5K -420 -5%
GS
268
GWN Securities
Florida
$623K -$59.5K -738 -9%
EGM
269
Engineers Gate Manager
New York
$614K +$614K +7,698 New
PTC
270
Private Trust Company
Ohio
$613K -$19.9K -249 -3%
LWANC
271
Laurel Wealth Advisors (North Carolina)
North Carolina
$610K +$602K +48,044 +7,876%
PS
272
Principal Securities
Iowa
$605K -$2.5M -31,401 -81%
TMWM
273
Taylor & Morgan Wealth Management
Michigan
$603K
CBA
274
Coastal Bridge Advisors
Connecticut
$597K -$292K -3,664 -33%
AI
275
Accredited Investors
Minnesota
$593K -$39.9K -500 -6%