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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
RIA
301
Richwood Investment Advisors
Ohio
$553K -$5.03K -56 -1%
AFP
302
Ausdal Financial Partners
Iowa
$553K -$27K -300 -5%
FFA
303
Florida Financial Advisors
Florida
$548K -$36.5K -406 -6%
JIC
304
Johnson Investment Counsel
Ohio
$545K -$719 -8 -0.1%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$536K -$38.7K -431 -7%
SWM
306
Seaside Wealth Management
California
$534K -$6.65K -74 -1%
EIA
307
Eldridge Investment Advisors
New Hampshire
$533K -$71.4K -795 -12%
Marshall Wace
308
Marshall Wace
United Kingdom
$533K +$526K +5,858 New
DWM
309
Denver Wealth Management
Colorado
$531K -$2.61K -29 -0.5%
AF
310
Allworth Financial
California
$531K +$30.6K +340 +6%
EGM
311
Engineers Gate Manager
New York
$522K -$136K -1,519 -21%
SFA
312
Sequoia Financial Advisors
Ohio
$508K -$1.17K -13 -0.2%
SEI Investments
313
SEI Investments
Pennsylvania
$505K +$498K +5,547 New
CSP
314
Cary Street Partners
Virginia
$505K -$5.21K -58 -1%
DSC
315
Duncker Streett & Co
Missouri
$504K +$359 +4 +0.1%
FEG
316
Financial Enhancement Group
Indiana
$503K -$127K -1,415 -22%
WPW
317
Waldron Private Wealth
Pennsylvania
$503K
BIG
318
Brooklyn Investment Group
New York
$502K +$489K +5,442 New
RWM
319
Rialto Wealth Management
New York
$498K -$52.3K -582 -10%
HF
320
HRT Financial
New York
$497K -$32.6K -363 -6%
CL
321
Choreo LLC
Illinois
$496K +$10.6K +118 +2%
MHIC
322
Marble Harbor Investment Counsel
Massachusetts
$496K
GT
323
Glenview Trust
Kentucky
$494K -$8K -89 -2%
AR
324
Apeiron RIA
Texas
$492K -$30.6K -341 -6%
WAM
325
Weinberger Asset Management
California
$488K