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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
GK
51
Graney & King
New York
$11.1M +$449K +5,731 +4%
CPP
52
Capasso Planning Partners
South Carolina
$10.7M +$61.2K +781 +0.6%
ORG
53
Optimist Retirement Group
Washington
$10.6M +$62.4K +796 +0.6%
Mariner
54
Mariner
Kansas
$10.3M +$491K +6,257 +5%
WWA
55
WCG Wealth Advisors
Nevada
$10.1M -$1.5M -19,151 -13%
TSWM
56
Triangle Securities Wealth Management
North Carolina
$9.81M +$64.5K +823 +0.7%
BW
57
BIP Wealth
Georgia
$9.76M +$1.24M +15,755 +14%
PCM
58
Perritt Capital Management
Illinois
$9.21M +$188K +2,403 +2%
ADL
59
Asset Dedication LLC
California
$8.83M -$1.35M -17,275 -13%
BWG
60
Balanced Wealth Group
Ohio
$8.78M +$84K +1,072 +1%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$8.7M +$129K +1,640 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$8.68M +$62.7K +800 +0.7%
ODIJL
63
One Day In July LLC
Vermont
$8.64M +$1.6M +20,420 +23%
RIM
64
Rockbridge Investment Management
New York
$8.59M -$257K -3,282 -3%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$8.52M -$20.9K -266 -0.2%
CWM
66
CarsonAllaria Wealth Management
Illinois
$8.41M +$257K +3,278 +3%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$8.3M -$637K -8,124 -7%
MWM
68
Modera Wealth Management
New Jersey
$7.8M -$231K -2,947 -3%
DE
69
Diversified Enterprises
Delaware
$7.39M +$455K +5,809 +7%
MG
70
Mather Group
Illinois
$6.98M -$385K -4,912 -5%
CIM
71
Confluence Investment Management
Missouri
$6.87M +$6.87M +87,599 New
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$6.74M +$1.13M +14,470 +20%
LL
73
LPWM LLC
Minnesota
$6.74M +$390K +4,971 +6%
CFGA
74
Cambridge Financial Group (Arizona)
Arizona
$6.46M -$28.6K -365 -0.4%
CCMG
75
Clark Capital Management Group
Pennsylvania
$6.24M +$480K +6,117 +8%