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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
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
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
251
HRT Financial
New York
$899K
PS
252
Principal Securities
Iowa
$896K
SWA
253
Stratos Wealth Advisors
Ohio
$872K
Betterment LLC
254
Betterment LLC
New York
$862K
PAS
255
Park Avenue Securities
New York
$860K
FHA
256
Flagship Harbor Advisors
Massachusetts
$853K
TIAA Trust, National Association
257
TIAA Trust, National Association
North Carolina
$847K
CFG
258
Carter Financial Group
Illinois
$845K
CL
259
CVFG LLC
Indiana
$845K
FFA
260
Florida Financial Advisors
Florida
$843K
4A
261
4Wealth Advisors
Illinois
$839K
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$839K
BC
263
Burney Company
Virginia
$838K
BPA
264
Beacon Pointe Advisors
California
$827K
WWM
265
Western Wealth Management
Colorado
$821K
OCM
266
One Capital Management
California
$808K
SWASL
267
Spartan Wealth Advisory Services LLC
Michigan
$808K
VWM
268
Valley Wealth Managers
New Jersey
$801K
IWP
269
IAG Wealth Partners
Wisconsin
$789K
CRA
270
Clear Retirement Advice
California
$786K
MFG
271
Merit Financial Group
Georgia
$781K
GA
272
GFS Advisors
Texas
$780K
QCM
273
QRG Capital Management
Illinois
$778K
Stifel Financial
274
Stifel Financial
Missouri
$775K
IFG
275
Independent Financial Group
California
$775K