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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B 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, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
501
Kiker Wealth Management
Georgia
$12.1K -$3.03K -38 -20%
PMFA
502
Plante Moran Financial Advisors
Michigan
$12K
T
503
Tidemark
California
$10.5K -$21.9K -274 -67%
OPTFSNA
504
Old Point Trust & Financial Services N A
Virginia
$9.97K
KA
505
Kozak & Associates
Colorado
$9.56K -$748 -9 -7%
HFS
506
Hughes Financial Services
Virginia
$9.51K -$8.21K -101 -46%
CTWM
507
Cherry Tree Wealth Management
Minnesota
$9.17K
WTFG
508
Wood Tarver Financial Group
Idaho
$9K -$7.6K -103 -46%
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.84K -$6.53K -82 -42%
MSWA
510
Marshall & Sterling Wealth Advisors
New York
$8.69K
GM
511
GeoWealth Management
Illinois
$8.46K -$80 -1 -0.9%
CFS
512
Compass Financial Services
Iowa
$8.22K
WIM
513
Westside Investment Management
California
$7.66K
SS
514
Sunbelt Securities
Texas
$6.81K -$349 -4 -5%
TCM
515
TruNorth Capital Management
Michigan
$6.62K
CA
516
Crewe Advisors
Utah
$6.3K
NS
517
NBC Securities
Alabama
$6K
SA
518
Scarborough Advisors
Maryland
$5.42K +$5.42K +68 New
Russell Investments Group
519
Russell Investments Group
United Kingdom
$5.03K -$3.43K -43 -41%
RWS
520
Retirement Wealth Solutions
Wisconsin
$4.95K
PFM
521
Phillips Financial Management
Indiana
$4.47K
AA
522
Ancora Advisors
Ohio
$4.31K
Bank of Montreal
523
Bank of Montreal
Ontario, Canada
$4.23K -$59.6K -747 -93%
S
524
SignatureFD
Georgia
$4.08K
BTI
525
Blue Trust Inc
Georgia
$3.99K