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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
AIP
551
Ameritas Investment Partners
Nebraska
$1.33K -$1.28K -15 -50%
HC
552
Hurley Capital
New York
$1.17K
GEA
553
Glen Eagle Advisors
New Jersey
$1.06K +$1.02K +12 New
GSWM
554
Golden State Wealth Management
California
$798
SWP
555
Strategic Wealth Partners
Ohio
$798
HHGA
556
Halbert Hargrove Global Advisors
California
$621 +$596 +7 New
HWP
557
Highline Wealth Partners
California
$443
LAMC
558
Longview Asset Management (California)
California
$178 +$170 +2 New
MNA
559
Manning & Napier Advisors
New York
$127 +$85 +1 New
PPA
560
Painted Porch Advisors
California
$89 +$85 +1 New
GTAM
561
Global Trust Asset Management
Florida
$58
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$46 +$85 +1 New
KHC
563
Koesten Hirschmann & Crabtree
Kansas
$45 +$85 +1 New
SGDR
564
SPX Gestao de Recursos
Brazil
-$8.3M -104,095 Closed
FAIM
565
Financial Advocates Investment Management
Washington
-$4.5M -56,427 Closed
AWA
566
Arete Wealth Advisors
Illinois
-$1.72M -21,618 Closed
PP
567
Prudential plc
United Kingdom
-$904K -11,337 Closed
AAP
568
Arax Advisory Partners
Colorado
-$827K -10,363 Closed
CBA
569
Coastal Bridge Advisors
Connecticut
-$597K -7,483 Closed
CW
570
CreativeOne Wealth
Kansas
-$571K -7,164 Closed
CAMV
571
Concord Asset Management (Virginia)
Virginia
-$357K -4,478 Closed
RWA
572
Redhawk Wealth Advisors
Minnesota
-$276K -3,467 Closed
TSS
573
Two Sigma Securities
New York
-$242K -3,030 Closed
Envestnet Portfolio Solutions
574
Envestnet Portfolio Solutions
Illinois
-$241K -3,020 Closed
FTUS
575
Flow Traders U.S.
New York
-$240K -3,012 Closed