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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
SPIA
451
Steward Partners Investment Advisory
New York
$176K +$127K +1,489 +298%
CFD
452
Creative Financial Designs
Indiana
$169K -$4.34K -51 -3%
CA
453
Centerpoint Advisors
Massachusetts
$163K
WCM
454
Winthrop Capital Management
Indiana
$151K +$85 +1 +0.1%
HI
455
Harbour Investments
Wisconsin
$137K +$70.9K +832 +116%
CIAS
456
Capital Investment Advisory Services
North Carolina
$134K
AWM
457
Abound Wealth Management
Tennessee
$130K +$170 +2 +0.1%
WSFS
458
Wilmington Savings Fund Society
Delaware
$127K
GJIA
459
Glass Jacobson Investment Advisors
Maryland
$122K
UFAC
460
Urban Financial Advisory Corp
Illinois
$121K +$596 +7 +0.5%
FGAM
461
Financial Gravity Asset Management
Texas
$120K +$116K +1,359 New
PWA
462
Physician Wealth Advisors
Utah
$112K +$7.58K +89 +8%
KSB
463
Kennebec Savings Bank
Maine
$112K -$87.9K -1,032 -45%
TCM
464
Tradewinds Capital Management
Washington
$110K -$682 -8 -0.6%
EWA
465
EverSource Wealth Advisors
Alabama
$110K
GWM
466
GSB Wealth Management
Connecticut
$92.7K -$85.9K -1,008 -49%
FFL
467
Financial Freedom LLC
Ohio
$92.1K
BWL
468
Bogart Wealth LLC
Virginia
$88.8K -$85.2K -1,000 -50%
EB
469
Eastern Bank
Massachusetts
$88.7K
SAM
470
Smartleaf Asset Management
Massachusetts
$78.9K +$6.99K +82 +10%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$74.1K
CWM
472
Cranbrook Wealth Management
Michigan
$71.6K
SC
473
SouthState Corp
Florida
$71.5K +$68.7K +806 New
KSWA
474
Kathleen S. Wright Associates
Pennsylvania
$64.1K
HDIM
475
Hanson & Doremus Investment Management
Vermont
$62K +$256 +3 +0.4%