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SPDR S&P 600 Small Cap Value ETF

542 hedge funds and large institutions have $2.42B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.27%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.23%
New
47
Increased
176
Reduced
226
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
401
Wellspring Financial Advisors
Ohio
$224K +$80 +1 +0%
CIA
402
Concurrent Investment Advisors
Florida
$224K +$224K +2,803 New
ACIM
403
Azimuth Capital Investment Management
Michigan
$223K
FFA
404
Fi3 Financial Advisors
Indiana
$223K
CWMGP
405
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K +$1.2K +15 +0.5%
GSIAS
406
Garden State Investment Advisory Services
New Jersey
$222K +$12.3K +154 +6%
NG
407
Norden Group
Utah
$218K +$218K +2,735 New
DAS
408
Dynamic Advisor Solutions
Arizona
$218K
PSIWM
409
Paradigm Strategies in Wealth Management
Minnesota
$217K +$957 +12 +0.4%
BCA
410
Ballentine Capital Advisors
South Carolina
$215K
FA
411
Faithward Advisors
Pennsylvania
$214K -$399 -5 -0.2%
CFFP
412
Center for Financial Planning
Michigan
$214K
BA
413
Ballast Advisors
Minnesota
$213K +$479 +6 +0.2%
PB
414
Pinnacle Bancorp
Nebraska
$213K -$62.8K -787 -23%
WRPWM
415
Werba Rubin Papier Wealth Management
California
$212K
TH
416
Team Hewins
California
$211K
AWM
417
AE Wealth Management
Kansas
$208K -$35.5K -445 -15%
QCM
418
Quantinno Capital Management
New York
$208K +$208K +2,606 New
TCOV
419
Trust Company of Vermont
Vermont
$207K +$136K +1,700 +189%
LWMNY
420
Landmark Wealth Management (New York)
New York
$205K +$205K +2,574 New
CPA
421
Cathy Pareto & Associates
Florida
$203K +$203K +2,539 New
SWA
422
Sax Wealth Advisors
New Jersey
$201K +$201K +2,518 New
EWM
423
Evermay Wealth Management
Virginia
$201K
CA
424
Clearstead Advisors
Ohio
$200K +$200K +2,510 New
MWPCG
425
Measured Wealth Private Client Group
New Hampshire
$200K -$11.9K -149 -6%