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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
SCP
76
Stevens Capital Partners
Nebraska
$6.19M +$969K +11,376 +19%
WP
77
WealthShield Partners
North Carolina
$6.18M -$372K -4,361 -6%
Charles Schwab
78
Charles Schwab
California
$6.13M -$440K -5,167 -7%
AA
79
Aire Advisors
California
$6.12M -$16.4K -193 -0.3%
SEIA
80
Signature Estate & Investment Advisors
California
$5.98M -$107K -1,257 -2%
RWM
81
Ritholtz Wealth Management
New York
$5.92M -$66K -775 -1%
NWM
82
Northwest Wealth Management
Iowa
$5.83M -$108K -1,270 -2%
CAAM
83
Cornerstone Advisors Asset Management
Pennsylvania
$5.77M +$489K +5,740 +10%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$5.68M -$1.11M -13,020 -17%
PHAM
85
Palisades Hudson Asset Management
Florida
$5.64M +$77.5K +910 +1%
ML
86
McAdam LLC
Pennsylvania
$5.51M -$144K -1,694 -3%
WFPG
87
Waller Financial Planning Group
Ohio
$5.38M +$57.9K +679 +1%
MPW
88
Melone Private Wealth
Michigan
$5.21M +$169K +1,985 +3%
Corient Private Wealth
89
Corient Private Wealth
Florida
$5.08M -$173K -2,029 -3%
KWM
90
Kingsview Wealth Management
Oregon
$4.95M +$11.4K +134 +0.2%
NEWAS
91
N.E.W. Advisory Services
Wisconsin
$4.88M -$235K -2,760 -5%
SL
92
Salomon & Ludwin
Virginia
$4.86M -$25.2K -296 -0.5%
PA
93
Probity Advisors
Texas
$4.83M +$76K +892 +2%
IFA
94
Interactive Financial Advisors
Illinois
$4.83M -$137K -1,606 -3%
MT
95
Midwest Trust
Kansas
$4.81M -$1.85M -21,683 -29%
BBW
96
Blue Barn Wealth
Utah
$4.76M +$222K +2,603 +5%
Truist Financial
97
Truist Financial
North Carolina
$4.76M -$106K -1,244 -2%
MSRI
98
Michael S. Ryan Inc
New York
$4.75M -$21.4K -251 -0.5%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.73M -$472K -5,537 -9%
CA
100
Calton & Associates
Florida
$4.69M +$618K +7,257 +16%