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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
ACM
376
Armbruster Capital Management
New York
$289K
PP
377
Pacifica Partners
Canada
$288K
NFP
378
Narus Financial Partners
Utah
$288K
FIA
379
Foundations Investment Advisors
Arizona
$285K +$274K +3,217 New
PCIA
380
Prime Capital Investment Advisors
Kansas
$285K +$426 +5 +0.2%
TGAM
381
TBH Global Asset Management
Tennessee
$281K -$4.09K -48 -1%
WH
382
Willner & Heller
California
$278K -$6.39K -75 -2%
CFS
383
Coordinated Financial Services
Colorado
$275K +$14.4K +169 +6%
WI
384
WrapManager Inc
California
$274K -$462K -5,424 -64%
IA
385
IFP Advisors
Florida
$272K +$1.96K +23 +0.8%
BWM
386
BCGM Wealth Management
Indiana
$272K +$1.28K +15 +0.5%
BMCM
387
Burns Matteson Capital Management
New York
$270K -$2.64K -31 -1%
SSWM
388
Sheets Smith Wealth Management
North Carolina
$270K +$511 +6 +0.2%
ACM
389
Allred Capital Management
Texas
$269K
NAM
390
NorthCrest Asset Manangement
Minnesota
$266K -$1.45K -17 -0.6%
CWP
391
Concord Wealth Partners
Virginia
$265K -$127K -1,490 -33%
FNWA
392
Financial Network Wealth Advisors
Utah
$263K -$49.4K -580 -16%
6F
393
626 Financial
Michigan
$263K
WAG
394
Wallace Advisory Group
California
$260K -$15.3K -180 -5%
AIC
395
Allodium Investment Consultants
Minnesota
$258K
CCG
396
Coastwise Capital Group
California
$258K +$2.56K +30 +1%
RGC
397
Roberts, Glore & Co
Illinois
$257K -$3.15K -37 -1%
ABC
398
Associated Banc-Corp
Wisconsin
$253K -$72.4K -850 -23%
AWM
399
AE Wealth Management
Kansas
$253K +$20.5K +241 +9%
SOS
400
Silver Oak Securities
Tennessee
$253K -$12.4K -146 -5%