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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
601
Landmark Wealth Management (New York)
New York
-$212K -2,393 Closed
KPWS
602
Kestra Private Wealth Services
Texas
-$201K -2,263 Closed
RWM
603
Rockwood Wealth Management
Pennsylvania
-$200K -2,261 Closed
FGAM
604
Financial Gravity Asset Management
Texas
-$120K -1,359 Closed
FFL
605
Financial Freedom LLC
Ohio
-$92.1K -1,039 Closed
GA
606
GoalVest Advisory
New York
-$55.1K -622 Closed
FFA
607
Founders Financial Alliance
North Carolina
-$32.5K -367 Closed
MAM
608
MMA Asset Management
Pennsylvania
-$23.7K -267 Closed
FFWM
609
Future Financial Wealth Management
Ohio
-$15.1K -170 Closed
GWSG
610
GPS Wealth Strategies Group
Colorado
-$14.5K -163 Closed
KWM
611
Kiker Wealth Management
Georgia
-$13.5K -152 Closed
MSWA
612
Marshall & Sterling Wealth Advisors
New York
-$9.66K -109 Closed
TCM
613
TruNorth Capital Management
Michigan
-$7.36K -83 Closed
AA
614
Ancora Advisors
Ohio
-$4.79K -54 Closed
CCM
615
Cloud Capital Management
Washington
-$3K -35 Closed
AIC
616
Archer Investment Corporation
Indiana
-$2.84K -32 Closed
RWM
617
RMG Wealth Management
Wisconsin
-$1.96K -22 Closed
GEA
618
Glen Eagle Advisors
New Jersey
-$1.06K -12 Closed
SWP
619
Strategic Wealth Partners
Ohio
-$798 -9 Closed
HHGA
620
Halbert Hargrove Global Advisors
California
-$621 -7 Closed
GTAM
621
Global Trust Asset Management
Florida
-$58 -1 Closed
KHC
622
Koesten Hirschmann & Crabtree
Kansas
-$45 -1 Closed
PPA
623
Painted Porch Advisors
California
-$89 -1 Closed
WWMSC
624
Wagner Wealth Management (South Carolina)
South Carolina
-$46 -1 Closed