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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
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
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
51
Triangle Securities Wealth Management
North Carolina
$11.8M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$11.6M
GWM
53
Geneos Wealth Management
Colorado
$11M
BW
54
BIP Wealth
Georgia
$10.9M
ADL
55
Asset Dedication LLC
California
$10.5M
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$9.86M
SCP
57
Stevens Capital Partners
Nebraska
$9.57M
LL
58
LPWM LLC
Minnesota
$9.54M
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$9.44M
CPP
60
Capasso Planning Partners
South Carolina
$9.38M
Mariner
61
Mariner
Kansas
$9.31M
IAA
62
Independent Advisor Alliance
North Carolina
$9.21M
FPAS
63
Focus Partners Advisor Solutions
Missouri
$9.13M
RIM
64
Rockbridge Investment Management
New York
$8.93M
Raymond James Financial
65
Raymond James Financial
Florida
$8.68M
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$8.63M
NL
67
NWAM LLC
Washington
$8.44M
MWM
68
Modera Wealth Management
New Jersey
$8.32M
DE
69
Diversified Enterprises
Delaware
$8.19M
TWM
70
TRB Wealth Management
Texas
$7.82M
MG
71
Mather Group
Illinois
$7.81M
Goldman Sachs
72
Goldman Sachs
New York
$7.14M
AFP
73
Arnold Financial Planning
Iowa
$7.02M
TC
74
Trilogy Capital
California
$6.77M
SF
75
Symphony Financial
Texas
$6.63M