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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

38% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 61

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$220K
Puts
$71K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Convergence Financial
Missouri
$18.8M
Stifel Financial
27
Stifel Financial
Missouri
$17.4M
PPH
28
Pure Portfolios Holdings
Oregon
$17M
Osaic Holdings
29
Osaic Holdings
Arizona
$17M
CNBT
30
Canandaigua National Bank & Trust
New York
$16.9M
SGDR
31
SPX Gestao de Recursos
Brazil
$16.7M
BEI
32
Benjamin Edwards Inc
Missouri
$16.7M
GWM
33
Geneos Wealth Management
Colorado
$16.1M
WFP
34
Wrenne Financial Planning
Kentucky
$15M
FNT
35
First National Trust
Pennsylvania
$14.8M
RIM
36
Redwood Investment Management
Arizona
$14.6M
FWP
37
FAS Wealth Partners
Kansas
$14.6M
AWM
38
Avior Wealth Management
Nebraska
$14.3M
GIA
39
GHP Investment Advisors
Colorado
$13.7M
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$12.7M
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$12.7M
LFS
42
Lutz Financial Services
Nebraska
$12.7M
MSRI
43
Michael S. Ryan Inc
New York
$12.5M
KFI
44
Key Financial Inc
Pennsylvania
$12.4M
IWM
45
IHT Wealth Management
Illinois
$12.3M
Two Sigma Investments
46
Two Sigma Investments
New York
$12.3M
SFG
47
Sage Financial Group
Pennsylvania
$12.3M
APP
48
Avantax Planning Partners
Iowa
$12M
UBS Group
49
UBS Group
Switzerland
$11.7M
FSG
50
Financial Strategies Group
Michigan
$11.1M