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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
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
26
Convergence Financial
Missouri
$18.8M +$461K +5,878 +3%
Stifel Financial
27
Stifel Financial
Missouri
$17.4M +$16.9M +215,830 +3,478%
PPH
28
Pure Portfolios Holdings
Oregon
$17M +$90K +1,148 +0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$17M -$6.46M -82,345 -28%
CNBT
30
Canandaigua National Bank & Trust
New York
$16.9M +$691K +8,819 +4%
SGDR
31
SPX Gestao de Recursos
Brazil
$16.7M +$5.62M +71,690 +51%
BEI
32
Benjamin Edwards Inc
Missouri
$16.7M +$14.2M +180,735 +569%
GWM
33
Geneos Wealth Management
Colorado
$16.1M +$9.15M +116,652 +131%
WFP
34
Wrenne Financial Planning
Kentucky
$15M +$1.18M +15,042 +9%
FNT
35
First National Trust
Pennsylvania
$14.8M -$562K -7,165 -4%
RIM
36
Redwood Investment Management
Arizona
$14.6M +$2.23M +28,497 +18%
FWP
37
FAS Wealth Partners
Kansas
$14.6M +$495K +6,312 +4%
AWM
38
Avior Wealth Management
Nebraska
$14.3M -$1.83M -23,379 -11%
GIA
39
GHP Investment Advisors
Colorado
$13.7M +$86.5K +1,103 +0.6%
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$12.7M +$4.55M +58,092 +56%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$12.7M +$1.04M +13,308 +9%
LFS
42
Lutz Financial Services
Nebraska
$12.7M +$17.4K +222 +0.1%
MSRI
43
Michael S. Ryan Inc
New York
$12.5M -$118K -1,502 -0.9%
KFI
44
Key Financial Inc
Pennsylvania
$12.4M -$307K -3,913 -2%
IWM
45
IHT Wealth Management
Illinois
$12.3M +$832K +10,612 +7%
Two Sigma Investments
46
Two Sigma Investments
New York
$12.3M +$11M +140,200 +847%
SFG
47
Sage Financial Group
Pennsylvania
$12.3M +$48.8K +623 +0.4%
APP
48
Avantax Planning Partners
Iowa
$12M +$1.29M +16,510 +12%
UBS Group
49
UBS Group
Switzerland
$11.7M -$168K -2,141 -1%
FSG
50
Financial Strategies Group
Michigan
$11.1M -$7.11K -101 -0.1%