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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
RFP
276
Root Financial Partners
California
$647K +$622K +7,297 New
EGM
277
Engineers Gate Manager
New York
$643K -$37.6K -441 -6%
CFCI
278
Comprehensive Financial Consultants Institutional
Indiana
$629K -$273K -3,202 -31%
VPWA
279
Vestia Personal Wealth Advisors
Indiana
$625K -$767 -9 -0.1%
CIA
280
Compass Ion Advisors
Pennsylvania
$610K +$76.4K +897 +15%
MHWM
281
Montz Harcus Wealth Management
Louisiana
$602K +$2.04K +24 +0.4%
PAS
282
Park Avenue Securities
New York
$602K +$62.4K +732 +12%
CWD
283
Clarity Wealth Development
Oregon
$599K -$25.6K -301 -4%
Stifel Financial
284
Stifel Financial
Missouri
$593K +$88.9K +1,043 +18%
PWG
285
Portside Wealth Group
Utah
$593K +$20.9K +245 +4%
IA
286
Insight Advisors
Pennsylvania
$591K +$15.3K +180 +3%
EIA
287
Eldridge Investment Advisors
New Hampshire
$590K -$1.26M -14,779 -69%
WANY
288
Wealthspire Advisors (New York)
New York
$588K -$29.9K -351 -5%
RPA
289
Redwood Park Advisors
California
$581K -$23.2K -272 -4%
CWA
290
CogentBlue Wealth Advisors
Tennessee
$581K -$15.7K -184 -3%
FEG
291
Financial Enhancement Group
Indiana
$579K +$2.47K +29 +0.4%
GCM
292
G2 Capital Management
Ohio
$579K -$51.1K -600 -8%
FFA
293
Florida Financial Advisors
Florida
$579K -$897K -10,532 -62%
US Bancorp
294
US Bancorp
Minnesota
$566K +$3.32K +39 +0.6%
AFP
295
Ausdal Financial Partners
Iowa
$565K -$13.3K -156 -2%
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$560K -$17.6K -206 -3%
CAMG
297
CWA Asset Management Group
Florida
$557K +$13.6K +160 +3%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$552K +$530K +6,226 New
SPL
299
Smart Portfolios LLC
Washington
$550K -$2.98K -35 -0.6%
PFPT
300
Pinnacle Financial Partners (Tennessee)
Tennessee
$549K -$1.44M -16,884 -73%