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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
WWM
251
Western Wealth Management
Colorado
$785K -$39.9K -468 -5%
CSF
252
Capital Squared Financial
Maryland
$781K -$48.2K -566 -6%
4A
253
4Wealth Advisors
Illinois
$769K +$47.1K +553 +7%
QCM
254
Quantinno Capital Management
New York
$765K +$513K +6,021 +231%
IFG
255
Independent Financial Group
California
$751K +$21.8K +256 +3%
PS
256
Principal Securities
Iowa
$750K +$75.5K +886 +12%
EFG
257
Everhart Financial Group
Ohio
$739K -$76.3K -895 -10%
JFA
258
JNBA Financial Advisors
Minnesota
$737K -$52.8K -620 -7%
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$731K +$8.61K +101 +1%
QCM
260
QRG Capital Management
Illinois
$729K +$700K +8,219 New
LA
261
LexAurum Advisors
Kansas
$723K -$4.94K -58 -0.7%
YP
262
YANKCOM Partnership
South Dakota
$723K
DIS
263
Diversified Investment Strategies
Louisiana
$723K -$25.1K -295 -3%
RTL
264
Red Tortoise LLC
Georgia
$721K +$1.28K +15 +0.2%
PH
265
Pinnacle Holdings
Oklahoma
$718K +$2.81K +33 +0.4%
OIA
266
OneDigital Investment Advisors
Kansas
$717K -$109K -1,283 -14%
AB
267
Atlas Brown
Kentucky
$708K -$17.7K -208 -3%
VA
268
Vestwell Advisors
New York
$704K
AAS
269
Ameritas Advisory Services
Nebraska
$685K +$56.3K +661 +9%
CFS
270
Commonwealth Financial Services
West Virginia
$683K -$71.6K -840 -10%
TMWM
271
Taylor & Morgan Wealth Management
Michigan
$661K -$8.52K -100 -1%
EFN
272
Equita Financial Network
Pennsylvania
$661K -$149K -1,750 -19%
AI
273
Accredited Investors
Minnesota
$654K -$5.03K -59 -0.8%
BCI
274
Brinker Capital Investments
Pennsylvania
$650K -$222K -2,600 -26%
SWM
275
SeaCrest Wealth Management
New York
$647K -$112K -1,315 -15%