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SPDR S&P 600 Small Cap Value ETF

542 hedge funds and large institutions have $2.42B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.27%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.23%
New
47
Increased
176
Reduced
226
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
501
Plante Moran Financial Advisors
Michigan
$12K
T
502
Tidemark
California
$10.5K -$21.9K -274 -67%
OPTFSNA
503
Old Point Trust & Financial Services N A
Virginia
$9.97K
KA
504
Kozak & Associates
Colorado
$9.56K -$748 -9 -7%
HFS
505
Hughes Financial Services
Virginia
$9.51K -$8.21K -101 -46%
CTWM
506
Cherry Tree Wealth Management
Minnesota
$9.17K
WTFG
507
Wood Tarver Financial Group
Idaho
$9K -$7.6K -103 -46%
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.84K -$6.53K -82 -42%
MSWA
509
Marshall & Sterling Wealth Advisors
New York
$8.69K
GM
510
GeoWealth Management
Illinois
$8.46K -$80 -1 -0.9%
CFS
511
Compass Financial Services
Iowa
$8.22K
WIM
512
Westside Investment Management
California
$7.66K
SS
513
Sunbelt Securities
Texas
$6.81K -$349 -4 -5%
TCM
514
TruNorth Capital Management
Michigan
$6.62K
CA
515
Crewe Advisors
Utah
$6.3K
NS
516
NBC Securities
Alabama
$6K
SA
517
Scarborough Advisors
Maryland
$5.42K +$5.42K +68 New
Russell Investments Group
518
Russell Investments Group
United Kingdom
$5.03K -$3.43K -43 -41%
RWS
519
Retirement Wealth Solutions
Wisconsin
$4.95K
PFM
520
Phillips Financial Management
Indiana
$4.47K
AA
521
Ancora Advisors
Ohio
$4.31K
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$4.23K -$59.6K -747 -93%
S
523
SignatureFD
Georgia
$4.08K
BTI
524
Blue Trust Inc
Georgia
$3.99K
TVWM
525
Tower View Wealth Management
Wisconsin
$3.9K -$1.35K -17 -26%