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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
RWM
301
Rialto Wealth Management
New York
$537K -$1.67M -19,640 -76%
JIC
302
Johnson Investment Counsel
Ohio
$532K -$1.87K -22 -0.4%
SWM
303
Seaside Wealth Management
California
$527K -$3.07K -36 -0.6%
DWM
304
Denver Wealth Management
Colorado
$520K -$15.3K -180 -3%
Brown Advisory
305
Brown Advisory
Maryland
$516K +$21K +247 +4%
HF
306
HRT Financial
New York
$516K +$227K +2,664 +84%
GSC
307
Ground Swell Capital
South Carolina
$505K +$485K +5,691 New
ACM
308
Advance Capital Management
Michigan
$503K -$366K -4,294 -43%
CSP
309
Cary Street Partners
Virginia
$497K -$11.7K -137 -2%
SFA
310
Sequoia Financial Advisors
Ohio
$496K +$2.3K +27 +0.5%
DSC
311
Duncker Streett & Co
Missouri
$491K +$341 +4 +0.1%
WPW
312
Waldron Private Wealth
Pennsylvania
$490K
RIA
313
Richwood Investment Advisors
Ohio
$489K -$3.24K -38 -0.7%
GT
314
Glenview Trust
Kentucky
$489K
AF
315
Allworth Financial
California
$487K -$14.6K -171 -3%
MHIC
316
Marble Harbor Investment Counsel
Massachusetts
$483K
HFS
317
Howard Financial Services
Texas
$478K -$2.56K -30 -0.6%
WAM
318
Weinberger Asset Management
California
$475K -$1.28K -15 -0.3%
TFP
319
Traction Financial Partners
Wyoming
$473K +$14.2K +167 +3%
CL
320
Choreo LLC
Illinois
$468K +$7.41K +87 +2%
AR
321
Apeiron RIA
Texas
$466K -$31.1K -365 -6%
FCH
322
Freestone Capital Holdings
Washington
$465K +$447K +5,247 New
IWS
323
Integrity Wealth Solutions
Colorado
$463K +$2.13K +25 +0.5%
PPWM
324
PFG Private Wealth Management
Florida
$463K +$445K +5,220 New
WP
325
WealthPLAN Partners
Nebraska
$454K +$10.8K +127 +3%