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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
KWM
76
Kingsview Wealth Management
Oregon
$6.56M +$1.46M +16,270 +29%
SF
77
Symphony Financial
Texas
$6.25M -$3M -33,372 -33%
AA
78
Aire Advisors
California
$6.12M -$165K -1,838 -3%
WP
79
WealthShield Partners
North Carolina
$6.06M -$281K -3,127 -4%
RWM
80
Ritholtz Wealth Management
New York
$6.05M -$21.5K -239 -0.4%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$6.05M +$221K +2,464 +4%
SEIA
82
Signature Estate & Investment Advisors
California
$6.02M -$121K -1,346 -2%
Charles Schwab
83
Charles Schwab
California
$5.91M -$372K -4,141 -6%
NWM
84
Northwest Wealth Management
Iowa
$5.83M -$145K -1,612 -2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5.77M +$903K +10,054 +19%
CAAM
86
Cornerstone Advisors Asset Management
Pennsylvania
$5.74M -$169K -1,884 -3%
PHAM
87
Palisades Hudson Asset Management
Florida
$5.62M -$167K -1,855 -3%
IWM
88
IHT Wealth Management
Illinois
$5.6M -$6.19M -68,874 -53%
PAG
89
Private Advisor Group
New Jersey
$5.39M -$2.22M -24,663 -29%
ML
90
McAdam LLC
Pennsylvania
$5.38M -$268K -2,986 -5%
SC
91
Savant Capital
Illinois
$5.31M +$1.92M +21,405 +58%
PA
92
Probity Advisors
Texas
$5.17M +$206K +2,289 +4%
SL
93
Salomon & Ludwin
Virginia
$4.97M -$44.8K -498 -0.9%
MT
94
Midwest Trust
Kansas
$4.92M -$12.8K -143 -0.3%
MML Investors Services
95
MML Investors Services
Massachusetts
$4.91M -$2.54M -28,309 -34%
MSRI
96
Michael S. Ryan Inc
New York
$4.91M +$26.4K +294 +0.5%
CA
97
Calton & Associates
Florida
$4.73M -$84.6K -942 -2%
IFA
98
Interactive Financial Advisors
Illinois
$4.66M -$290K -3,227 -6%
HC
99
Hamilton Capital
Ohio
$4.65M +$4.59M +51,111 New
NWS
100
Nvest Wealth Strategies
Ohio
$4.63M +$4.58M +50,927 New