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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
CAMG
351
CWA Asset Management Group
Florida
$410K -$159K -1,768 -28%
MWM
352
Meridian Wealth Management
Kentucky
$403K +$57.8K +643 +17%
TP
353
Tranquility Partners
Tennessee
$402K
CWM
354
Cornerstone Wealth Management
Missouri
$395K +$71.5K +796 +22%
CA
355
Cornerstone Advisory
Maryland
$388K
MSWMA
356
Market Street Wealth Management Advisors
Indiana
$383K -$1.17K -13 -0.3%
WP
357
WealthPLAN Partners
Nebraska
$382K -$82.4K -917 -18%
CAM
358
Cresset Asset Management
Illinois
$382K +$7.37K +82 +2%
MAM
359
Marquette Asset Management
Minnesota
$381K -$1.89K -21 -0.5%
SF
360
Summit Financial
New Jersey
$381K +$3.77K +42 +1%
TVPW
361
Third View Private Wealth
Connecticut
$378K +$374K +4,160 New
TWM
362
Topsail Wealth Management
North Carolina
$366K +$8.09K +90 +2%
TW
363
Tempo Wealth
Ohio
$365K +$361K +4,016 New
SAM
364
Silvercrest Asset Management
New York
$364K -$90 -1 -0%
VFA
365
Valeo Financial Advisors
Indiana
$363K -$2.07K -23 -0.6%
ATC
366
Argent Trust Co
Tennessee
$360K
WMN
367
Wealth Management Nebraska
Nebraska
$359K -$13.7K -152 -4%
CS
368
Crescent Sterling
Louisiana
$357K
BSB
369
Bangor Savings Bank
Maine
$356K
EWM
370
Empirical Wealth Management
Washington
$353K
FCH
371
Freestone Capital Holdings
Washington
$352K -$123K -1,373 -26%
IDA
372
Intelligence Driven Advisers
California
$341K -$37.6K -418 -10%
AFA
373
Amicus Financial Advisors
Texas
$339K +$335K +3,729 New
SPC
374
Sigma Planning Corp
Michigan
$333K +$899 +10 +0.3%
SA
375
Sovran Advisors
California
$329K -$53.4K -594 -15%