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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
426
Cornerstone Planning
North Carolina
$255K
WAG
427
Wallace Advisory Group
California
$255K
CFFP
428
Center for Financial Planning
Michigan
$253K
WFA
429
Wellspring Financial Advisors
Ohio
$252K
CWMGP
430
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$251K
TH
431
Team Hewins
California
$250K
IA
432
IFP Advisors
Florida
$249K
AUB
433
Atlantic Union Bankshares
Virginia
$246K
BA
434
Ballast Advisors
Minnesota
$243K
JSA
435
Jim Saulnier & Associates
Colorado
$240K
PB
436
Pinnacle Bancorp
Nebraska
$238K
CA
437
Clearstead Advisors
Ohio
$237K
CIA
438
Capital Investment Advisors
Georgia
$236K
FA
439
Faithward Advisors
Pennsylvania
$236K
OGF
440
Orin Green Financial
California
$235K
FG
441
Foster Group
Iowa
$232K
CWP
442
Concord Wealth Partners
Virginia
$229K
EWM
443
Evermay Wealth Management
Virginia
$226K
BCA
444
Ballentine Capital Advisors
South Carolina
$225K
PFA
445
Providence Financial Advisors
Kansas
$224K
BFG
446
Berger Financial Group
Minnesota
$223K
TIA
447
Tiemann Investment Advisors
California
$223K
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$221K
AWM
449
AE Wealth Management
Kansas
$221K
EF
450
Empowered Funds
Pennsylvania
$219K