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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Allodium Investment Consultants
Minnesota
$265K
NG
402
Novem Group
New York
$262K
LGW
403
Leslie Global Wealth
Illinois
$262K
NA
404
Nestegg Advisors
New York
$262K
William Blair & Company
405
William Blair & Company
Illinois
$261K
CWP
406
Concord Wealth Partners
Virginia
$260K
RGC
407
Roberts, Glore & Co
Illinois
$259K
AUB
408
Atlantic Union Bankshares
Virginia
$258K
WAG
409
Wallace Advisory Group
California
$256K
Lido Advisors
410
Lido Advisors
California
$256K
FIA
411
Foundations Investment Advisors
Arizona
$255K
ACIM
412
Azimuth Capital Investment Management
Michigan
$255K
FFA
413
Fi3 Financial Advisors
Indiana
$254K
AC
414
Avant Capital
Louisiana
$253K
PSIWM
415
Paradigm Strategies in Wealth Management
Minnesota
$250K
BWM
416
BCGM Wealth Management
Indiana
$250K
CC
417
Courier Capital
New York
$250K
SOS
418
Silver Oak Securities
Tennessee
$249K
TWP
419
Total Wealth Planning
Ohio
$249K
DAS
420
Dynamic Advisor Solutions
Arizona
$249K
SWM
421
Sherman Wealth Management
Maryland
$247K
AT
422
American Trust
Kentucky
$246K
CFFP
423
Center for Financial Planning
Michigan
$244K
WFA
424
Wellspring Financial Advisors
Ohio
$242K
WRPWM
425
Werba Rubin Papier Wealth Management
California
$242K