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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
CAM
351
Cresset Asset Management
Illinois
$365K +$85 +1 +0%
WMN
352
Wealth Management Nebraska
Nebraska
$363K -$6.56K -77 -2%
VFA
353
Valeo Financial Advisors
Indiana
$356K +$1.53K +18 +0.4%
SAM
354
Silvercrest Asset Management
New York
$355K
William Blair & Company
355
William Blair & Company
Illinois
$352K -$44K -517 -12%
ATC
356
Argent Trust Co
Tennessee
$351K
SA
357
Sovran Advisors
California
$349K -$20.2K -237 -6%
TWM
358
Topsail Wealth Management
North Carolina
$349K +$17.9K +210 +6%
CS
359
Crescent Sterling
Louisiana
$348K +$1.45K +17 +0.4%
CP
360
Creekside Partners
California
$347K +$85 +1 +0%
BSB
361
Bangor Savings Bank
Maine
$347K
MBFW
362
Morton Brown Family Wealth
Pennsylvania
$345K -$767 -9 -0.2%
EWM
363
Empirical Wealth Management
Washington
$344K
FF
364
Friday Financial
Iowa
$343K
MWM
365
Meridian Wealth Management
Kentucky
$336K -$5.54K -65 -2%
IAN
366
Integrated Advisors Network
Texas
$336K -$26.2K -307 -7%
SFG
367
Snider Financial Group
Washington
$330K -$8.95K -105 -3%
SPC
368
Sigma Planning Corp
Michigan
$323K +$1.53K +18 +0.5%
SWM
369
Seed Wealth Management
Illinois
$317K -$281K -3,300 -48%
CWM
370
Cornerstone Wealth Management
Missouri
$314K -$1.79K -21 -0.6%
TFA
371
Tobias Financial Advisors
Florida
$314K
LGW
372
Leslie Global Wealth
Illinois
$313K -$6.3K -74 -2%
EWP
373
Equity Wealth Partners
Missouri
$309K +$297K +3,485 New
VWA
374
Visionary Wealth Advisors
Illinois
$308K -$4.52K -53 -2%
XPN
375
XY Planning Network
Montana
$292K