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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
CWM
51
CarsonAllaria Wealth Management
Illinois
$10.4M +$580K +6,805 +6%
BWG
52
Balanced Wealth Group
Ohio
$10.4M -$42.6K -500 -0.4%
ADL
53
Asset Dedication LLC
California
$10.3M -$191K -2,244 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$10.2M +$187K +2,196 +2%
KW
55
KWB Wealth
California
$10.1M -$1.37M -16,062 -11%
GWM
56
Geneos Wealth Management
Colorado
$9.7M -$52.5K -616 -0.6%
SF
57
Symphony Financial
Texas
$8.99M +$86.5K +1,015 +1%
RIM
58
Rockbridge Investment Management
New York
$8.92M -$421K -4,938 -5%
LL
59
LPWM LLC
Minnesota
$8.71M +$82K +962 +1%
Mariner
60
Mariner
Kansas
$8.7M -$862K -10,120 -9%
MWM
61
Modera Wealth Management
New Jersey
$8.33M -$77.6K -911 -1%
Goldman Sachs
62
Goldman Sachs
New York
$8.2M +$1.09M +12,824 +16%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$8.16M +$827K +9,710 +12%
NL
64
NWAM LLC
Washington
$8.13M +$24K +282 +0.3%
DE
65
Diversified Enterprises
Delaware
$7.81M +$167K +1,956 +2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$7.68M +$838K +9,837 +13%
MG
67
Mather Group
Illinois
$7.65M -$121K -1,418 -2%
PAG
68
Private Advisor Group
New Jersey
$7.44M -$51.3K -602 -0.7%
MML Investors Services
69
MML Investors Services
Massachusetts
$7.3M +$254K +2,979 +4%
CFGA
70
Cambridge Financial Group (Arizona)
Arizona
$7.27M -$2.39K -28 -0%
CPP
71
Capasso Planning Partners
South Carolina
$7.2M +$329K +3,861 +5%
AWM
72
Avior Wealth Management
Nebraska
$7.19M -$628K -7,371 -8%
Citadel Advisors
73
Citadel Advisors
Florida
$7.14M +$3.19M +37,455 +87%
TC
74
Trilogy Capital
California
$6.62M -$413K -4,842 -6%
EWA
75
ERTS Wealth Advisors
Michigan
$6.5M -$5.18M -60,752 -45%