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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
326
Weinberger Asset Management
California
$422K -$8.08K -103 -2%
CWM
327
Congress Wealth Management
Massachusetts
$417K +$62.3K +793 +18%
JC
328
Jentner Corp
Ohio
$417K -$48.5K -619 -10%
HSA
329
HBK Sorce Advisory
Pennsylvania
$415K +$38.7K +493 +10%
AFG
330
Atomi Financial Group
New York
$399K +$28.9K +369 +8%
NL
331
Navalign LLC
California
$396K +$13.2K +168 +3%
MWM
332
Meridian Wealth Management
Kentucky
$392K -$235 -3 -0.1%
AAS
333
Avantax Advisory Services
Texas
$392K +$166K +2,121 +74%
OFO
334
OneAscent Family Office
Alabama
$391K +$47.9K +611 +14%
AC
335
Anson Capital
Georgia
$388K +$17.2K +220 +5%
MBFW
336
Morton Brown Family Wealth
Pennsylvania
$388K -$468K -5,974 -55%
BlackRock
337
BlackRock
New York
$387K -$48.9K -624 -11%
AC
338
AWM Capital
Arizona
$379K +$1.73K +22 +0.5%
SWM
339
SilverOak Wealth Management
Minnesota
$379K
IC
340
IEQ Capital
California
$377K
CS
341
Crescent Sterling
Louisiana
$377K
NECFA
342
New England Capital Financial Advisors
Connecticut
$376K -$3.31M -42,235 -90%
ODA
343
One Degree Advisors
California
$369K +$1.65K +21 +0.4%
WAN
344
Wealth Advisors Northwest
Oregon
$358K -$2.04K -26 -0.6%
AF
345
Allworth Financial
California
$357K +$2.79K +38 +0.8%
ACA
346
Ackerman Capital Advisors
Texas
$357K
FC
347
Fairscale Capital
New Hampshire
$347K +$22.1K +282 +7%
RWA
348
Redhawk Wealth Advisors
Minnesota
$342K -$26.5K -338 -7%
HIP
349
HUB Investment Partners
Texas
$336K
MSWMA
350
Market Street Wealth Management Advisors
Indiana
$335K -$62.6K -798 -16%