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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
CA
326
CGN Advisors
Kansas
$446K -$50.4K -592 -11%
WAN
327
Wealth Advisors Northwest
Oregon
$438K -$4K -47 -0.9%
BlackRock
328
BlackRock
New York
$438K
AH
329
Addis & Hill
Pennsylvania
$437K -$12.1K -142 -3%
AC
330
Anson Capital
Georgia
$436K
AFG
331
Atomi Financial Group
New York
$434K +$8.86K +104 +2%
SWM
332
SilverOak Wealth Management
Minnesota
$428K
IAA
333
Independent Advisor Alliance
North Carolina
$426K -$8.78K -103 -2%
IC
334
IEQ Capital
California
$426K
AWM
335
Austin Wealth Management
Texas
$418K -$50.7K -595 -11%
ODA
336
One Degree Advisors
California
$417K
NECFA
337
New England Capital Financial Advisors
Connecticut
$416K +$852 +10 +0.2%
IF
338
Intrua Financial
Texas
$404K +$389K +4,561 New
GS
339
GWN Securities
Florida
$398K -$279K -3,270 -42%
IG
340
IFS Group
Pennsylvania
$398K +$380K +4,459 New
Millennium Management
341
Millennium Management
New York
$394K -$23K -270 -6%
TP
342
Tranquility Partners
Tennessee
$391K +$376K +4,415 New
FC
343
Fairscale Capital
New Hampshire
$390K
HIP
344
HUB Investment Partners
Texas
$384K +$1.87K +22 +0.5%
CA
345
Cornerstone Advisory
Maryland
$378K -$9.54K -112 -3%
HSA
346
HBK Sorce Advisory
Pennsylvania
$376K -$20.5K -241 -5%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$374K +$1.11K +13 +0.3%
MAM
348
Marquette Asset Management
Minnesota
$373K -$2.39K -28 -0.7%
IDA
349
Intelligence Driven Advisers
California
$369K
SF
350
Summit Financial
New Jersey
$367K +$7.41K +87 +2%