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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
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
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCA
26
OpenArc Corporate Advisory
Georgia
$20.7M
CNC
27
Canandaigua National Corp
New York
$20.4M
HighTower Advisors
28
HighTower Advisors
Illinois
$20.1M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$20.1M
FNT
30
First National Trust
Pennsylvania
$19.8M
WFP
31
Wrenne Financial Planning
Kentucky
$19.2M
CF
32
Convergence Financial
Missouri
$19.1M
FSG
33
Financial Strategies Group
Michigan
$19M
ODIJL
34
One Day In July LLC
Vermont
$19M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.2M
APP
36
Avantax Planning Partners
Iowa
$17.4M
KFI
37
Key Financial Inc
Pennsylvania
$17.3M
GIA
38
GHP Investment Advisors
Colorado
$17.2M
PAG
39
Private Advisor Group
New Jersey
$15M
SFG
40
Sage Financial Group
Pennsylvania
$15M
UBS Group
41
UBS Group
Switzerland
$14.3M
TCIIS
42
TIAA-CREF Individual & Institutional Services
New York
$13.9M
LFS
43
Lutz Financial Services
Nebraska
$13.1M
ORG
44
Optimist Retirement Group
Washington
$13M
Jones Financial Companies
45
Jones Financial Companies
Missouri
$12.4M
SL
46
Sentinus LLC
Illinois
$12.2M
BWG
47
Balanced Wealth Group
Ohio
$12M
Baird Financial Group
48
Baird Financial Group
Wisconsin
$11.8M
CWM
49
CarsonAllaria Wealth Management
Illinois
$11.8M
TSWM
50
Triangle Securities Wealth Management
North Carolina
$11.8M