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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 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:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
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
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$19.7M
CF
27
Convergence Financial
Missouri
$19.2M
CNBT
28
Canandaigua National Bank & Trust
New York
$19M
Osaic Holdings
29
Osaic Holdings
Arizona
$18.9M
FNT
30
First National Trust
Pennsylvania
$18.9M
WFP
31
Wrenne Financial Planning
Kentucky
$17.9M
PPH
32
Pure Portfolios Holdings
Oregon
$17.2M
APP
33
Avantax Planning Partners
Iowa
$17.1M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$17M
ODIJL
35
One Day In July LLC
Vermont
$16.8M
FSG
36
Financial Strategies Group
Michigan
$16.6M
KFI
37
Key Financial Inc
Pennsylvania
$16.5M
GIA
38
GHP Investment Advisors
Colorado
$16.4M
FWP
39
FAS Wealth Partners
Kansas
$15.9M
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$14.6M
SFG
41
Sage Financial Group
Pennsylvania
$14.6M
UBS Group
42
UBS Group
Switzerland
$13.7M
LFS
43
Lutz Financial Services
Nebraska
$13M
ORG
44
Optimist Retirement Group
Washington
$12.9M
BWG
45
Balanced Wealth Group
Ohio
$11.6M
SL
46
Sentinus LLC
Illinois
$11.5M
BW
47
BIP Wealth
Georgia
$11.5M
TSWM
48
Triangle Securities Wealth Management
North Carolina
$11.4M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$11.1M
CWM
50
CarsonAllaria Wealth Management
Illinois
$11.1M