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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 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:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
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
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$10.9M
GWM
52
Geneos Wealth Management
Colorado
$10.4M
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$10.2M
ADL
54
Asset Dedication LLC
California
$10.2M
Jones Financial Companies
55
Jones Financial Companies
Missouri
$10M
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$9.7M
LL
57
LPWM LLC
Minnesota
$9.18M
FPAS
58
Focus Partners Advisor Solutions
Missouri
$8.96M
Mariner
59
Mariner
Kansas
$8.8M
RIM
60
Rockbridge Investment Management
New York
$8.8M
MWM
61
Modera Wealth Management
New Jersey
$8.5M
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$8.4M
NL
63
NWAM LLC
Washington
$8.38M
CPP
64
Capasso Planning Partners
South Carolina
$8.34M
Raymond James Financial
65
Raymond James Financial
Florida
$8.32M
DE
66
Diversified Enterprises
Delaware
$7.76M
MG
67
Mather Group
Illinois
$7.6M
SCP
68
Stevens Capital Partners
Nebraska
$7.52M
CFGA
69
Cambridge Financial Group (Arizona)
Arizona
$7.27M
AWM
70
Avior Wealth Management
Nebraska
$6.91M
Goldman Sachs
71
Goldman Sachs
New York
$6.86M
AFP
72
Arnold Financial Planning
Iowa
$6.83M
EWA
73
ERTS Wealth Advisors
Michigan
$6.69M
TC
74
Trilogy Capital
California
$6.6M
KWM
75
Kingsview Wealth Management
Oregon
$6.56M