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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
426
Silver Oak Securities
Tennessee
$249K -$12.6K -140 -5%
TWP
427
Total Wealth Planning
Ohio
$249K -$3.28M -36,536 -93%
DAS
428
Dynamic Advisor Solutions
Arizona
$249K
SWM
429
Sherman Wealth Management
Maryland
$247K +$244K +2,715 New
AT
430
American Trust
Kentucky
$246K +$8.72K +97 +4%
CFFP
431
Center for Financial Planning
Michigan
$244K
WFA
432
Wellspring Financial Advisors
Ohio
$242K
WRPWM
433
Werba Rubin Papier Wealth Management
California
$242K
CWMGP
434
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$241K +$1.44K +16 +0.6%
TH
435
Team Hewins
California
$241K
SPIA
436
Steward Partners Investment Advisory
New York
$240K +$58.7K +653 +33%
PNC Financial Services Group
437
PNC Financial Services Group
Pennsylvania
$239K +$10.5K +117 +5%
AWM
438
AE Wealth Management
Kansas
$237K -$22.7K -253 -9%
BA
439
Ballast Advisors
Minnesota
$234K +$629 +7 +0.3%
FA
440
Faithward Advisors
Pennsylvania
$231K -$8.18K -91 -3%
JSA
441
Jim Saulnier & Associates
Colorado
$230K +$1.44K +16 +0.6%
TCOV
442
Trust Company of Vermont
Vermont
$229K
PB
443
Pinnacle Bancorp
Nebraska
$228K -$14.7K -164 -6%
CA
444
Clearstead Advisors
Ohio
$228K
PFA
445
Providence Financial Advisors
Kansas
$228K -$9.35K -104 -4%
OGF
446
Orin Green Financial
California
$226K
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$219K +$4.49K +50 +2%
FG
448
Foster Group
Iowa
$218K +$2.7K +30 +1%
EWM
449
Evermay Wealth Management
Virginia
$217K -$11.2K -125 -5%
BCA
450
Ballentine Capital Advisors
South Carolina
$216K