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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
AC
401
Avant Capital
Louisiana
$251K +$852 +10 +0.4%
NA
402
Nestegg Advisors
New York
$251K +$1.28K +15 +0.5%
AUB
403
Atlantic Union Bankshares
Virginia
$250K +$50.5K +593 +27%
Lido Advisors
404
Lido Advisors
California
$250K
PFS
405
Prospera Financial Services
Texas
$249K +$239K +2,809 New
CIA
406
Concurrent Investment Advisors
Florida
$248K -$85 -1 -0%
ACIM
407
Azimuth Capital Investment Management
Michigan
$248K
FFA
408
Fi3 Financial Advisors
Indiana
$247K
PSIWM
409
Paradigm Strategies in Wealth Management
Minnesota
$243K +$937 +11 +0.4%
DAS
410
Dynamic Advisor Solutions
Arizona
$242K +$85 +1 +0%
NL
411
Navalign LLC
California
$240K -$15.7K -184 -6%
CFFP
412
Center for Financial Planning
Michigan
$237K
PB
413
Pinnacle Bancorp
Nebraska
$237K +$170 +2 +0.1%
WFA
414
Wellspring Financial Advisors
Ohio
$236K -$12K -141 -5%
WRPWM
415
Werba Rubin Papier Wealth Management
California
$236K
TH
416
Team Hewins
California
$234K
FA
417
Faithward Advisors
Pennsylvania
$233K -$4.26K -50 -2%
CWMGP
418
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$233K -$13.7K -161 -6%
PFA
419
Providence Financial Advisors
Kansas
$232K +$223K +2,612 New
AT
420
American Trust
Kentucky
$231K +$222K +2,607 New
AO
421
Advisor OS
Illinois
$228K +$219K +2,573 New
BA
422
Ballast Advisors
Minnesota
$227K -$9.88K -116 -4%
CPA
423
Cathy Pareto & Associates
Florida
$225K -$170 -2 -0.1%
FA
424
Fiducient Advisors
Illinois
$225K +$216K +2,533 New
MA
425
MJP Associates
Connecticut
$225K +$216K +2,533 New