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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
OIA
276
OneDigital Investment Advisors
Kansas
$716K -$20.2K -225 -3%
PWG
277
Portside Wealth Group
Utah
$710K +$101K +1,120 +17%
VA
278
Vestwell Advisors
New York
$705K
CIA
279
Concurrent Investment Advisors
Florida
$682K +$422K +4,696 +168%
TMWM
280
Taylor & Morgan Wealth Management
Michigan
$678K
EFN
281
Equita Financial Network
Pennsylvania
$677K -$1.17K -13 -0.2%
VPWA
282
Vestia Personal Wealth Advisors
Indiana
$672K -$22.4K -249 -4%
PAS
283
Park Avenue Securities
New York
$660K +$42.3K +471 +7%
SWM
284
SeaCrest Wealth Management
New York
$659K -$21.4K -238 -3%
AI
285
Accredited Investors
Minnesota
$646K -$24.3K -270 -4%
BCI
286
Brinker Capital Investments
Pennsylvania
$640K -$26.1K -290 -4%
MHWM
287
Montz Harcus Wealth Management
Louisiana
$636K +$17.9K +199 +3%
Stifel Financial
288
Stifel Financial
Missouri
$631K +$22K +245 +4%
RFP
289
Root Financial Partners
California
$623K -$40.7K -453 -6%
IA
290
Insight Advisors
Pennsylvania
$601K -$5.03K -56 -0.8%
CWD
291
Clarity Wealth Development
Oregon
$596K -$7.28K -81 -1%
CWA
292
CogentBlue Wealth Advisors
Tennessee
$596K +$180 +2 +0%
GCM
293
G2 Capital Management
Ohio
$594K
CFCI
294
Comprehensive Financial Consultants Institutional
Indiana
$588K -$56.5K -629 -9%
US Bancorp
295
US Bancorp
Minnesota
$588K +$6.65K +74 +1%
WANY
296
Wealthspire Advisors (New York)
New York
$584K -$19.6K -218 -3%
JWCA
297
J.W. Cole Advisors
Florida
$580K +$2.16K +24 +0.2%
SAI
298
Savvy Advisors Inc
New York
$578K +$571K +6,358 New
SPL
299
Smart Portfolios LLC
Washington
$564K
PFPG
300
Pinnacle Financial Partners (Georgia)
Georgia
$563K +$557K +6,194 New