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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 %
CPP
76
Capasso Planning Partners
South Carolina
$6.17M -$4.76M -59,643 -44%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$6.15M -$2.52M -31,653 -29%
MT
78
Midwest Trust
Kansas
$6.06M +$6.06M +75,932 New
Charles Schwab
79
Charles Schwab
California
$5.93M -$231K -2,899 -4%
WP
80
WealthShield Partners
North Carolina
$5.91M +$563K +7,055 +11%
NL
81
NWAM LLC
Washington
$5.7M +$138K +1,736 +2%
FFA
82
Farther Finance Advisors
California
$5.55M +$4.08M +51,131 +277%
AA
83
Aire Advisors
California
$5.52M -$373K -4,676 -6%
SEIA
84
Signature Estate & Investment Advisors
California
$5.48M +$209K +2,623 +4%
RWM
85
Ritholtz Wealth Management
New York
$5.39M +$775K +9,713 +17%
NWM
86
Northwest Wealth Management
Iowa
$5.34M -$92.2K -1,156 -2%
ML
87
McAdam LLC
Pennsylvania
$5.09M +$294K +3,688 +6%
PHAM
88
Palisades Hudson Asset Management
Florida
$5M +$326K +4,093 +7%
WFPG
89
Waller Financial Planning Group
Ohio
$4.79M +$1.03M +12,954 +28%
SCP
90
Stevens Capital Partners
Nebraska
$4.75M +$874K +10,758 +23%
CAAM
91
Cornerstone Advisors Asset Management
Pennsylvania
$4.73M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.7M +$213K +2,665 +5%
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$4.61M -$8.32M -104,256 -64%
MPW
94
Melone Private Wealth
Michigan
$4.55M +$154K +1,927 +4%
SWA
95
Strategies Wealth Advisors
Michigan
$4.52M +$1.84M +23,054 +69%
FAIM
96
Financial Advocates Investment Management
Washington
$4.5M +$838K +10,508 +23%
SL
97
Salomon & Ludwin
Virginia
$4.49M -$151K -1,826 -3%
IFA
98
Interactive Financial Advisors
Illinois
$4.47M -$104K -1,304 -2%
KWM
99
Kingsview Wealth Management
Oregon
$4.45M +$271K +3,393 +6%
Truist Financial
100
Truist Financial
North Carolina
$4.38M -$238K -2,986 -5%