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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
HR
501
Howe & Rusling
New York
$16.9K +$14.1K +166 +692%
TCM
502
TD Capital Management
Tennessee
$16.5K +$85 +1 +0.5%
CPG
503
Cornerstone Planning Group
New Jersey
$16.5K +$10.2K +120 New
CWP
504
Clark Wealth Partners
Illinois
$16.3K -$256 -3 -2%
DFA
505
DHJJ Financial Advisors
Illinois
$15.8K
MMCM
506
Murphy & Mullick Capital Management
New York
$15.2K
FFWM
507
Future Financial Wealth Management
Ohio
$15.1K
MAM
508
Morse Asset Management
Connecticut
$14.6K
GWSG
509
GPS Wealth Strategies Group
Colorado
$14.5K
TCOT
510
Trust Company of Toledo
Ohio
$14K
KWM
511
Kiker Wealth Management
Georgia
$13.5K
PMFA
512
Plante Moran Financial Advisors
Michigan
$13.4K
Allspring Global Investments
513
Allspring Global Investments
North Carolina
$13.1K
CJ
514
Caitlin John
Michigan
$12.6K +$12.1K +142 New
T
515
Tidemark
California
$11.7K
MAFA
516
MJT & Associates Financial Advisory
Minnesota
$11.5K -$12.1K -142 -52%
OPTFSNA
517
Old Point Trust & Financial Services N A
Virginia
$11.1K
SGK
518
Steigerwald Gordon & Koch
Virginia
$11.1K +$10.7K +125 New
DCM
519
Davis Capital Management
Florida
$10.6K +$10.2K +120 New
HFS
520
Hughes Financial Services
Virginia
$10.5K
CTWM
521
Cherry Tree Wealth Management
Minnesota
$10.2K
OA
522
Operose Advisors
Wisconsin
$10.1K +$9.71K +114 New
KA
523
Kozak & Associates
Colorado
$9.95K
MSWA
524
Marshall & Sterling Wealth Advisors
New York
$9.66K
Russell Investments Group
525
Russell Investments Group
United Kingdom
$9.22K +$3.49K +41 +65%