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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$10.9M +$421K +4,684 +4%
GWM
52
Geneos Wealth Management
Colorado
$10.4M +$473K +5,268 +5%
Corient Private Wealth
53
Corient Private Wealth
Florida
$10.3M +$4.95M +55,118 +96%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$1.46M -16,208 -13%
ADL
55
Asset Dedication LLC
California
$10.2M -$448K -4,984 -4%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$10M +$2.09M +23,278 +27%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$9.7M +$4.63M +51,508 +94%
LL
58
LPWM LLC
Minnesota
$9.18M +$247K +2,744 +3%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$8.96M +$5.84M +65,013 +194%
Mariner
60
Mariner
Kansas
$8.8M -$127K -1,411 -1%
RIM
61
Rockbridge Investment Management
New York
$8.8M -$353K -3,930 -4%
MWM
62
Modera Wealth Management
New Jersey
$8.5M -$50.2K -559 -0.6%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$8.4M +$26.2K +292 +0.3%
NL
64
NWAM LLC
Washington
$8.38M -$71.8K -799 -0.9%
CPP
65
Capasso Planning Partners
South Carolina
$8.34M +$945K +10,512 +13%
Raymond James Financial
66
Raymond James Financial
Florida
$8.32M -$3.16M -35,153 -28%
DE
67
Diversified Enterprises
Delaware
$7.76M -$247K -2,746 -3%
MG
68
Mather Group
Illinois
$7.6M -$242K -2,696 -3%
SCP
69
Stevens Capital Partners
Nebraska
$7.52M +$1.16M +12,899 +18%
CFGA
70
Cambridge Financial Group (Arizona)
Arizona
$7.27M +$84.8K +944 +1%
AWM
71
Avior Wealth Management
Nebraska
$6.91M -$459K -5,113 -6%
Goldman Sachs
72
Goldman Sachs
New York
$6.86M -$1.54M -17,139 -19%
AFP
73
Arnold Financial Planning
Iowa
$6.83M +$6.75M +75,073 New
EWA
74
ERTS Wealth Advisors
Michigan
$6.69M +$12.8K +142 +0.2%
TC
75
Trilogy Capital
California
$6.6M -$191K -2,131 -3%