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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 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:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
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
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
251
Beacon Pointe Advisors
California
$823K
4A
252
4Wealth Advisors
Illinois
$823K
CRAL
253
Clear Retirement Advice LLC
California
$822K
MFG
254
Merit Financial Group
Georgia
$808K
VWM
255
Valley Wealth Managers
New Jersey
$807K
OCM
256
One Capital Management
California
$798K
WWM
257
Western Wealth Management
Colorado
$789K
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$788K
PTC
259
Private Trust Company
Ohio
$773K
PPC
260
Park Place Capital
Alabama
$757K
CFS
261
Commonwealth Financial Services
West Virginia
$752K
QCM
262
QRG Capital Management
Illinois
$751K
JFA
263
JNBA Financial Advisors
Minnesota
$745K
RTL
264
Red Tortoise LLC
Georgia
$742K
YP
265
YANKCOM Partnership
South Dakota
$742K
DIS
266
Diversified Investment Strategies
Louisiana
$740K
EFG
267
Everhart Financial Group
Ohio
$734K
AB
268
Atlas Brown
Kentucky
$727K
VT
269
Vise Technologies
New York
$717K
OIA
270
OneDigital Investment Advisors
Kansas
$716K
PWG
271
Portside Wealth Group
Utah
$710K
VA
272
Vestwell Advisors
New York
$705K
CIA
273
Concurrent Investment Advisors
Florida
$682K
TMWM
274
Taylor & Morgan Wealth Management
Michigan
$678K
EFN
275
Equita Financial Network
Pennsylvania
$677K