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State Street SPDR S&P 600 Small Cap Value ETF

561 hedge funds and large institutions have $2.71B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 231 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$284M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 550561 (+11)

0.3% less ownership

Funds ownership: 66.42%66.13% (-0.3%)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 231

Holders
561
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.36%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
60
Increased
169
Reduced
231
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
476
Collier Financial
Colorado
$61.7K +$59.3K +696 New
GA
477
GoalVest Advisory
New York
$55.1K
SMA
478
Sage Mountain Advisors
Georgia
$50.1K
CPA
479
Cardiff Park Advisors
California
$47.9K
CWM
480
Copia Wealth Management
Oregon
$45.6K +$11.4K +134 +35%
SIS
481
Sound Income Strategies
Florida
$40.4K -$256 -3 -0.6%
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$36.4K
TIAAOA
483
Teachers Insurance & Annuity Association of America
New York
$36.3K
UB
484
UMB Bank
Missouri
$34.8K
FFA
485
Founders Financial Alliance
North Carolina
$32.5K +$31.3K +367 New
SS
486
Sunbelt Securities
Texas
$32.4K +$24.5K +288 +369%
GWS
487
Glassman Wealth Services
Virginia
$29.3K +$85 +1 +0.3%
VCM
488
Versant Capital Management
Arizona
$28.2K
BCWM
489
Bartlett & Co Wealth Management
Ohio
$25.4K -$14.8K -174 -38%
PGAM
490
Princeton Global Asset Management
New Jersey
$24.9K +$170 +2 +0.7%
OHWP
491
Oak Harbor Wealth Partners
North Carolina
$23.9K
MAM
492
MMA Asset Management
Pennsylvania
$23.7K +$22.7K +267 New
RCM
493
Richardson Capital Management
Wisconsin
$23.4K
FC
494
Financial Consulate
Maryland
$22.9K +$22K +258 New
SWM
495
Spire Wealth Management
Virginia
$22.3K -$2.56K -30 -11%
TAM
496
Tucker Asset Management
Colorado
$21.9K
RF
497
Rossby Financial
Florida
$20.7K -$2.13K -25 -10%
CIA
498
Cape Investment Advisory
Georgia
$20.6K +$85 +1 +0.4%
RIL
499
Rothschild Investment LLC
Illinois
$19.1K
MIM
500
MTM Investment Management
South Carolina
$17.3K