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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, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kiker Wealth Management
Georgia
$12.1K
PMFA
502
Plante Moran Financial Advisors
Michigan
$12K
T
503
Tidemark
California
$10.5K
OPTFSNA
504
Old Point Trust & Financial Services N A
Virginia
$9.97K
KA
505
Kozak & Associates
Colorado
$9.56K
HFS
506
Hughes Financial Services
Virginia
$9.51K
CTWM
507
Cherry Tree Wealth Management
Minnesota
$9.17K
WTFG
508
Wood Tarver Financial Group
Idaho
$9K
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.84K
MSWA
510
Marshall & Sterling Wealth Advisors
New York
$8.69K
GM
511
GeoWealth Management
Illinois
$8.46K
CFS
512
Compass Financial Services
Iowa
$8.21K
WIM
513
Westside Investment Management
California
$7.66K
SS
514
Sunbelt Securities
Texas
$6.81K
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
Russell Investments Group
519
Russell Investments Group
United Kingdom
$5.03K
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
S
524
SignatureFD
Georgia
$4.08K
BTI
525
Blue Trust Inc
Georgia
$3.99K