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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 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:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
RTL
276
Red Tortoise LLC
Georgia
$756K
DIS
277
Diversified Investment Strategies
Louisiana
$754K
AB
278
Atlas Brown
Kentucky
$747K
CFS
279
Commonwealth Financial Services
West Virginia
$728K
PTC
280
Private Trust Company
Ohio
$727K
VT
281
Vise Technologies
New York
$717K
TMWM
282
Taylor & Morgan Wealth Management
Michigan
$705K
CIA
283
Concurrent Investment Advisors
Florida
$696K
VWA
284
Visionary Wealth Advisors
Illinois
$693K
PH
285
Pinnacle Holdings
Oklahoma
$691K
LA
286
LexAurum Advisors
Kansas
$686K
SWM
287
SeaCrest Wealth Management
New York
$658K
MHWM
288
Montz Harcus Wealth Management
Louisiana
$652K
CAMG
289
CWA Asset Management Group
Florida
$650K
VPWA
290
Vestia Personal Wealth Advisors
Indiana
$646K
RFP
291
Root Financial Partners
California
$645K
PWG
292
Portside Wealth Group
Utah
$640K
AI
293
Accredited Investors
Minnesota
$634K
IA
294
Insight Advisors
Pennsylvania
$630K
JFA
295
JNBA Financial Advisors
Minnesota
$629K
CWA
296
CogentBlue Wealth Advisors
Tennessee
$620K
IC
297
IEQ Capital
California
$618K
GCM
298
G2 Capital Management
Ohio
$618K
MYIA
299
Mount Yale Investment Advisors
Colorado
$593K
US Bancorp
300
US Bancorp
Minnesota
$589K