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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 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:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
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
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
BCGM Wealth Management
Indiana
$261K
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$260K
LWMNY
428
Landmark Wealth Management (New York)
New York
$259K
SWM
429
Sherman Wealth Management
Maryland
$258K
CP
430
Cornerstone Planning
North Carolina
$255K
WAG
431
Wallace Advisory Group
California
$255K
CFFP
432
Center for Financial Planning
Michigan
$253K
WFA
433
Wellspring Financial Advisors
Ohio
$252K
CWMGP
434
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$251K
TH
435
Team Hewins
California
$250K
IA
436
IFP Advisors
Florida
$249K
AUB
437
Atlantic Union Bankshares
Virginia
$246K
BA
438
Ballast Advisors
Minnesota
$243K
JSA
439
Jim Saulnier & Associates
Colorado
$240K
PB
440
Pinnacle Bancorp
Nebraska
$238K
CA
441
Clearstead Advisors
Ohio
$237K
CIA
442
Capital Investment Advisors
Georgia
$236K
FA
443
Faithward Advisors
Pennsylvania
$236K
OGF
444
Orin Green Financial
California
$235K
FG
445
Foster Group
Iowa
$232K
CWP
446
Concord Wealth Partners
Virginia
$229K
EWM
447
Evermay Wealth Management
Virginia
$226K
BCA
448
Ballentine Capital Advisors
South Carolina
$225K
PFA
449
Providence Financial Advisors
Kansas
$224K
BFG
450
Berger Financial Group
Minnesota
$223K