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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, 176 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
401
Nestegg Advisors
New York
$224K +$1.2K +15 +0.5%
WFA
402
Wellspring Financial Advisors
Ohio
$224K +$80 +1 +0%
CIA
403
Concurrent Investment Advisors
Florida
$224K +$224K +2,803 New
ACIM
404
Azimuth Capital Investment Management
Michigan
$223K
FFA
405
Fi3 Financial Advisors
Indiana
$223K
CWMGP
406
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K +$1.2K +15 +0.5%
GSIAS
407
Garden State Investment Advisory Services
New Jersey
$222K +$12.3K +154 +6%
NG
408
Norden Group
Utah
$218K +$218K +2,735 New
DAS
409
Dynamic Advisor Solutions
Arizona
$218K
PSIWM
410
Paradigm Strategies in Wealth Management
Minnesota
$217K +$957 +12 +0.4%
BCA
411
Ballentine Capital Advisors
South Carolina
$215K
FA
412
Faithward Advisors
Pennsylvania
$214K -$399 -5 -0.2%
CFFP
413
Center for Financial Planning
Michigan
$214K
BA
414
Ballast Advisors
Minnesota
$213K +$479 +6 +0.2%
PB
415
Pinnacle Bancorp
Nebraska
$213K -$62.8K -787 -23%
WRPWM
416
Werba Rubin Papier Wealth Management
California
$212K
TH
417
Team Hewins
California
$211K
AWM
418
AE Wealth Management
Kansas
$208K -$35.5K -445 -15%
QCM
419
Quantinno Capital Management
New York
$208K +$208K +2,606 New
TCOV
420
Trust Company of Vermont
Vermont
$207K +$136K +1,700 +189%
LWMNY
421
Landmark Wealth Management (New York)
New York
$205K +$205K +2,574 New
CPA
422
Cathy Pareto & Associates
Florida
$203K +$203K +2,539 New
SWA
423
Sax Wealth Advisors
New Jersey
$201K +$201K +2,518 New
EWM
424
Evermay Wealth Management
Virginia
$201K
CA
425
Clearstead Advisors
Ohio
$200K +$200K +2,510 New