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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
TCOV
426
Trust Company of Vermont
Vermont
$223K -$7.16K -84 -3%
EWM
427
Evermay Wealth Management
Virginia
$223K
PNC Financial Services Group
428
PNC Financial Services Group
Pennsylvania
$223K +$14K +164 +7%
CA
429
Clearstead Advisors
Ohio
$223K
JSA
430
Jim Saulnier & Associates
Colorado
$222K +$214K +2,507 New
CC
431
Courier Capital
New York
$222K +$213K +2,503 New
OGF
432
Orin Green Financial
California
$221K +$212K +2,489 New
NG
433
Novem Group
New York
$220K +$211K +2,482 New
CTC
434
Central Trust Company
Missouri
$213K -$1.7K -20 -0.8%
LWMNY
435
Landmark Wealth Management (New York)
New York
$212K -$15.4K -181 -7%
BCA
436
Ballentine Capital Advisors
South Carolina
$210K -$26.9K -316 -12%
FG
437
Foster Group
Iowa
$210K +$202K +2,371 New
TIA
438
Tiemann Investment Advisors
California
$209K
FMWA
439
Forvis Mazars Wealth Advisors
Missouri
$209K +$201K +2,354 New
TA
440
TFB Advisors
Kansas
$205K +$198K +2,320 New
WPWM
441
Windward Private Wealth Management
Kansas
$204K +$196K +2,302 New
RIS
442
Richmond Investment Services
Wisconsin
$204K +$196K +2,300 New
BFG
443
Berger Financial Group
Minnesota
$204K +$196K +2,300 New
AC
444
Avestar Capital
New York
$204K +$196K +2,296 New
VT
445
Vise Technologies
New York
$201K +$193K +2,266 New
KPWS
446
Kestra Private Wealth Services
Texas
$201K +$193K +2,263 New
RWM
447
Rockwood Wealth Management
Pennsylvania
$200K +$193K +2,261 New
S
448
Sachetta
Massachusetts
$199K +$1.02K +12 +0.5%
MWPCG
449
Measured Wealth Private Client Group
New Hampshire
$194K -$27.6K -324 -13%
HNB
450
Huntington National Bank
Ohio
$191K