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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B 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, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
Nestegg Advisors
New York
$224K
WFA
402
Wellspring Financial Advisors
Ohio
$224K
CIA
403
Concurrent Investment Advisors
Florida
$224K
ACIM
404
Azimuth Capital Investment Management
Michigan
$223K
FFA
405
Fi3 Financial Advisors
Indiana
$223K
CWMGP
406
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K
GSIAS
407
Garden State Investment Advisory Services
New Jersey
$222K
NG
408
Norden Group
Utah
$218K
DAS
409
Dynamic Advisor Solutions
Arizona
$218K
PSIWM
410
Paradigm Strategies in Wealth Management
Minnesota
$217K
BCA
411
Ballentine Capital Advisors
South Carolina
$215K
FA
412
Faithward Advisors
Pennsylvania
$214K
CFFP
413
Center for Financial Planning
Michigan
$214K
BA
414
Ballast Advisors
Minnesota
$213K
PB
415
Pinnacle Bancorp
Nebraska
$213K
WRPWM
416
Werba Rubin Papier Wealth Management
California
$212K
TH
417
Team Hewins
California
$211K
AWM
418
AE Wealth Management
Kansas
$208K
QCM
419
Quantinno Capital Management
New York
$208K
TCOV
420
Trust Company of Vermont
Vermont
$207K
LWMNY
421
Landmark Wealth Management (New York)
New York
$205K
CPA
422
Cathy Pareto & Associates
Florida
$203K
SWA
423
Sax Wealth Advisors
New Jersey
$201K
EWM
424
Evermay Wealth Management
Virginia
$201K
CA
425
Clearstead Advisors
Ohio
$200K