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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
51
Triangle Securities Wealth Management
North Carolina
$9.8M -$182K -2,282 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$9.62M +$4.41M +55,332 +85%
ADL
53
Asset Dedication LLC
California
$9.48M +$498K +6,245 +6%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$9.34M +$512K +6,421 +6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$8.98M +$128K +1,600 +1%
CWM
56
CarsonAllaria Wealth Management
Illinois
$8.8M +$245K +3,068 +3%
GWM
57
Geneos Wealth Management
Colorado
$8.78M -$7.61M -95,399 -46%
Mariner
58
Mariner
Kansas
$8.63M -$1.82M -22,849 -17%
RIM
59
Rockbridge Investment Management
New York
$8.42M -$317K -3,980 -4%
SGDR
60
SPX Gestao de Recursos
Brazil
$8.3M -$8.7M -109,095 -51%
SF
61
Symphony Financial
Texas
$8.16M +$5.13M +63,139 +169%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$8.11M -$334K -4,191 -4%
LL
63
LPWM LLC
Minnesota
$7.76M +$898K +11,258 +13%
MWM
64
Modera Wealth Management
New Jersey
$7.57M -$369K -4,628 -5%
AWM
65
Avior Wealth Management
Nebraska
$7.06M -$7.52M -94,383 -52%
Raymond James Financial
66
Raymond James Financial
Florida
$7.05M +$1.15M +14,469 +20%
MG
67
Mather Group
Illinois
$6.99M -$111K -1,386 -2%
DE
68
Diversified Enterprises
Delaware
$6.87M -$648K -8,122 -9%
PAG
69
Private Advisor Group
New Jersey
$6.74M +$718K +9,001 +12%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$6.56M -$296K -3,717 -4%
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$6.54M -$38.6K -484 -0.6%
Goldman Sachs
72
Goldman Sachs
New York
$6.36M +$644K +8,079 +11%
TC
73
Trilogy Capital
California
$6.34M +$196K +2,463 +3%
MML Investors Services
74
MML Investors Services
Massachusetts
$6.33M +$206K +2,580 +3%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$6.17M +$1.16M +14,471 +23%