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State Street SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in State Street 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

38% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 61

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$220K
Puts
$71K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Weinberger Asset Management
California
$422K
CWM
327
Congress Wealth Management
Massachusetts
$417K
JC
328
Jentner Corp
Ohio
$417K
HSA
329
HBK Sorce Advisory
Pennsylvania
$415K
AFG
330
Atomi Financial Group
New York
$399K
NL
331
Navalign LLC
California
$396K
MWM
332
Meridian Wealth Management
Kentucky
$392K
AAS
333
Avantax Advisory Services
Texas
$392K
OFO
334
OneAscent Family Office
Alabama
$391K
AC
335
Anson Capital
Georgia
$388K
MBFW
336
Morton Brown Family Wealth
Pennsylvania
$388K
BlackRock
337
BlackRock
New York
$387K
AC
338
AWM Capital
Arizona
$379K
SWM
339
SilverOak Wealth Management
Minnesota
$379K
CS
340
Crescent Sterling
Louisiana
$377K
IC
341
IEQ Capital
California
$377K
NECFA
342
New England Capital Financial Advisors
Connecticut
$376K
ODA
343
One Degree Advisors
California
$369K
WAN
344
Wealth Advisors Northwest
Oregon
$358K
AF
345
Allworth Financial
California
$357K
ACA
346
Ackerman Capital Advisors
Texas
$357K
FC
347
Fairscale Capital
New Hampshire
$347K
RWA
348
Redhawk Wealth Advisors
Minnesota
$342K
HIP
349
HUB Investment Partners
Texas
$336K
MSWMA
350
Market Street Wealth Management Advisors
Indiana
$335K