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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, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$6.15M
MT
77
Midwest Trust
Kansas
$6.06M
Charles Schwab
78
Charles Schwab
California
$5.93M
WP
79
WealthShield Partners
North Carolina
$5.91M
NL
80
NWAM LLC
Washington
$5.7M
FFA
81
Farther Finance Advisors
California
$5.55M
AA
82
Aire Advisors
California
$5.52M
SEIA
83
Signature Estate & Investment Advisors
California
$5.48M
RWM
84
Ritholtz Wealth Management
New York
$5.39M
NWM
85
Northwest Wealth Management
Iowa
$5.34M
ML
86
McAdam LLC
Pennsylvania
$5.09M
PHAM
87
Palisades Hudson Asset Management
Florida
$5M
WFPG
88
Waller Financial Planning Group
Ohio
$4.79M
SCP
89
Stevens Capital Partners
Nebraska
$4.75M
Corient Private Wealth
90
Corient Private Wealth
Florida
$4.74M
CAAM
91
Cornerstone Advisors Asset Management
Pennsylvania
$4.73M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.7M
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$4.61M
MPW
94
Melone Private Wealth
Michigan
$4.55M
SWA
95
Strategies Wealth Advisors
Michigan
$4.52M
FAIM
96
Financial Advocates Investment Management
Washington
$4.5M
SL
97
Salomon & Ludwin
Virginia
$4.49M
IFA
98
Interactive Financial Advisors
Illinois
$4.47M
KWM
99
Kingsview Wealth Management
Oregon
$4.45M
Truist Financial
100
Truist Financial
North Carolina
$4.38M