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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
EE
576
EWG Elevate
California
-$236K -2,961 Closed
NWAG
577
Net Worth Advisory Group
Utah
-$234K -2,930 Closed
GSIAS
578
Garden State Investment Advisory Services
New Jersey
-$222K -2,783 Closed
NG
579
Norden Group
Utah
-$218K -2,735 Closed
SWA
580
Sax Wealth Advisors
New Jersey
-$201K -2,518 Closed
CIA
581
Choate Investment Advisors
Massachusetts
-$98.7K -1,238 Closed
BA
582
Bellwether Advisors
Nebraska
-$57.8K -725 Closed
TPCW
583
TD Private Client Wealth
New York
-$39.9K -500 Closed
AF
584
Advisornet Financial
Minnesota
-$39.6K -496 Closed
AG
585
AmeriFlex Group
Nevada
-$38.2K -478 Closed
TSMHT
586
Thurston Springer Miller Herd & Titak
Indiana
-$30.9K -388 Closed
FDCP
587
Foster Dykema Cabot & Partners
Massachusetts
-$23.6K -296 Closed
RIA
588
Realta Investment Advisors
Delaware
-$20.7K -260 Closed
BA
589
Bristlecone Advisors
Washington
-$19.9K -249 Closed
MYIA
590
Mount Yale Investment Advisors
Colorado
-$18.2K -228 Closed
TIM
591
Total Investment Management
Arizona
-$15.4K -193 Closed
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
-$13.6K -171 Closed
TPWA
593
Twin Peaks Wealth Advisors
California
-$12.3K -146 Closed
WTFG
594
Wood Tarver Financial Group
Idaho
-$9K -122 Closed
BCMLT
595
Beacon Capital Management LLC (Tennessee)
Tennessee
-$8.84K -111 Closed
GM
596
GeoWealth Management
Illinois
-$8.46K -106 Closed
CFS
597
Compass Financial Services
Iowa
-$8.21K -103 Closed
SA
598
Scarborough Advisors
Maryland
-$5.42K -68 Closed
AIA
599
Armor Investment Advisors
North Carolina
-$798 -10 Closed
BNP Paribas Financial Markets
600
BNP Paribas Financial Markets
France
-$798 -10 Closed