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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
IAG Wealth Partners
Wisconsin
$833K -$2.52K -28 -0.3%
FA
252
Fiduciary Alliance
South Carolina
$830K -$5.57K -62 -0.7%
FHA
253
Flagship Harbor Advisors
Massachusetts
$826K -$15.4K -171 -2%
Betterment LLC
254
Betterment LLC
New York
$824K -$53.9K -600 -6%
BPA
255
Beacon Pointe Advisors
California
$823K -$16.2K -180 -2%
4A
256
4Wealth Advisors
Illinois
$823K +$34.1K +379 +4%
CRA
257
Clear Retirement Advice
California
$822K +$748K +8,321 New
MFG
258
Merit Financial Group
Georgia
$808K -$156K -1,740 -16%
VWM
259
Valley Wealth Managers
New Jersey
$807K -$79.8K -888 -9%
CSF
260
Capital Squared Financial
Maryland
$804K +$2.34K +26 +0.3%
OCM
261
One Capital Management
California
$798K -$115K -1,282 -13%
WWM
262
Western Wealth Management
Colorado
$789K -$15.7K -175 -2%
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$788K +$37.6K +418 +5%
PTC
264
Private Trust Company
Ohio
$773K -$41.2K -459 -5%
PPC
265
Park Place Capital
Alabama
$757K +$748K +8,323 New
IFG
266
Independent Financial Group
California
$756K -$14.5K -161 -2%
CFS
267
Commonwealth Financial Services
West Virginia
$752K +$50.3K +560 +7%
QCM
268
QRG Capital Management
Illinois
$751K +$2.79K +31 +0.4%
JFA
269
JNBA Financial Advisors
Minnesota
$745K -$10.7K -119 -1%
RTL
270
Red Tortoise LLC
Georgia
$742K +$2.61K +29 +0.4%
YP
271
YANKCOM Partnership
South Dakota
$742K
DIS
272
Diversified Investment Strategies
Louisiana
$740K -$1.8K -20 -0.2%
EFG
273
Everhart Financial Group
Ohio
$734K -$23.9K -266 -3%
AB
274
Atlas Brown
Kentucky
$727K +$449 +5 +0.1%
VT
275
Vise Technologies
New York
$717K +$505K +5,616 +248%