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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
476
Glass Jacobson Investment Advisors
Maryland
$126K
UFAC
477
Urban Financial Advisory Corp
Illinois
$125K +$719 +8 +0.6%
PWA
478
Physician Wealth Advisors
Utah
$118K +$2.52K +28 +2%
KSB
479
Kennebec Savings Bank
Maine
$113K -$1.8K -20 -2%
EWA
480
EverSource Wealth Advisors
Alabama
$113K
TCM
481
Tradewinds Capital Management
Washington
$111K -$2.16K -24 -2%
WA
482
Walsh & Associates
Florida
$99.4K +$98.2K +1,093 New
GWM
483
GSB Wealth Management
Connecticut
$95.6K +$449 +5 +0.5%
EB
484
Eastern Bank
Massachusetts
$91K
SIS
485
Sound Income Strategies
Florida
$74.5K +$27.4K +305 +66%
WETS
486
Wealth Enhancement Trust Services
South Dakota
$74.1K +$73.2K +815 New
CWM
487
Cranbrook Wealth Management
Michigan
$73.5K
MPW
488
MASECO Private Wealth
$70.6K +$69.6K +775 New
HI
489
Horizon Investments
North Carolina
$66.5K +$65.7K +731 New
HDIM
490
Hanson & Doremus Investment Management
Vermont
$64K +$270 +3 +0.4%
CF
491
Collier Financial
Colorado
$60.6K -$2.7K -30 -4%
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.5K +$54.8K +610 New
SMA
493
Sage Mountain Advisors
Georgia
$51.4K
CPA
494
Cardiff Park Advisors
California
$49.1K
Bank of Montreal
495
Bank of Montreal
Ontario, Canada
$48K +$41.5K +462 +700%
TAM
496
Tucker Asset Management
Colorado
$47.1K +$24.4K +271 +110%
CWM
497
Copia Wealth Management
Oregon
$46.8K
BWL
498
Bogart Wealth LLC
Virginia
$45.6K -$44.9K -500 -50%
UB
499
UMB Bank
Missouri
$44.9K +$9.17K +102 +26%
IAIM
500
International Assets Investment Management
Florida
$44.9K +$44.4K +494 New