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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
501
Princeton Global Asset Management
New Jersey
$25.6K
SWM
502
Spire Wealth Management
Virginia
$25K
OHWP
503
Oak Harbor Wealth Partners
North Carolina
$24.6K
RCM
504
Richardson Capital Management
Wisconsin
$24K
LWM
505
Lodestone Wealth Management
Washington
$23.8K
RIA
506
Realta Investment Advisors
Delaware
$23.7K
FC
507
Financial Consulate
Maryland
$23.6K
BW
508
Basepoint Wealth
Iowa
$22.8K
NS
509
NBC Securities
Alabama
$22.6K
RIL
510
Rothschild Investment LLC
Illinois
$19.6K
SAG
511
SageView Advisory Group
California
$17.7K
MIM
512
MTM Investment Management
South Carolina
$17.7K
TCM
513
TD Capital Management
Tennessee
$17.1K
Allspring Global Investments
514
Allspring Global Investments
North Carolina
$17K
CWP
515
Clark Wealth Partners
Illinois
$16.3K
DFA
516
DHJJ Financial Advisors
Illinois
$16.2K
MMCM
517
Murphy & Mullick Capital Management
New York
$15.6K
RF
518
Rossby Financial
Florida
$15.5K
MAM
519
Morse Asset Management
Connecticut
$15K
BF
520
BOK Financial
Oklahoma
$14.6K
TCOT
521
Trust Company of Toledo
Ohio
$14.4K
PMFA
522
Plante Moran Financial Advisors
Michigan
$13.7K
CJ
523
Caitlin John
Michigan
$12.9K
T
524
Tidemark
California
$12K
SGK
525
Steigerwald Gordon & Koch
Virginia
$11.4K