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State Street SPDR S&P 600 Small Cap Value ETF

547 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 227 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.01% less ownership

Funds ownership: 66.32%65.3% (-1%)

28% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 227

Holders
547
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
26
Canandaigua National Bank & Trust
New York
$18.3M
FNT
27
First National Trust
Pennsylvania
$18.2M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$17.4M
APP
29
Avantax Planning Partners
Iowa
$17.4M
KFI
30
Key Financial Inc
Pennsylvania
$16.8M
WFP
31
Wrenne Financial Planning
Kentucky
$16.6M
PPH
32
Pure Portfolios Holdings
Oregon
$16.3M
GIA
33
GHP Investment Advisors
Colorado
$15.9M
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$15.4M
UBS Group
35
UBS Group
Switzerland
$15.3M
FSG
36
Financial Strategies Group
Michigan
$15.2M
FWP
37
FAS Wealth Partners
Kansas
$15M
ODIJL
38
One Day In July LLC
Vermont
$14.8M
SFG
39
Sage Financial Group
Pennsylvania
$14.1M
LFS
40
Lutz Financial Services
Nebraska
$12.8M
ORG
41
Optimist Retirement Group
Washington
$12.5M
WWA
42
WCG Wealth Advisors
Nevada
$11.7M
BW
43
BIP Wealth
Georgia
$11.7M
IWM
44
IHT Wealth Management
Illinois
$11.6M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11.4M
Raymond James Financial
46
Raymond James Financial
Florida
$11.2M
PCM
47
Perritt Capital Management
Illinois
$11.2M
TSWM
48
Triangle Securities Wealth Management
North Carolina
$10.9M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$10.7M
CWM
50
CarsonAllaria Wealth Management
Illinois
$10.4M