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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$4.37M -$169K -2,160 -4%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4.35M +$1.45M +18,537 +50%
MPW
103
Melone Private Wealth
Michigan
$4.3M +$83.3K +1,062 +2%
NHT
104
New Hampshire Trust
New Hampshire
$4.26M -$162K -2,071 -4%
MBI
105
May Barnhard Investments
Maryland
$4.15M -$249K -3,181 -6%
KWM
106
Kingsview Wealth Management
Oregon
$4.1M +$114K +1,454 +3%
PA
107
Probity Advisors
Texas
$4M -$153K -1,953 -4%
WA
108
Waverly Advisors
Alabama
$4M -$111K -1,420 -3%
AAP
109
Arax Advisory Partners
Colorado
$3.8M +$181K +2,315 +5%
SCP
110
Stevens Capital Partners
Nebraska
$3.74M +$982K +12,526 +36%
WFPG
111
Waller Financial Planning Group
Ohio
$3.69M -$1.23M -15,657 -25%
MAM
112
Marotta Asset Management
Virginia
$3.65M +$203K +2,343 +6%
FAIM
113
Financial Advocates Investment Management
Washington
$3.6M +$2.75M +35,019 +321%
KF
114
Krilogy Financial
Missouri
$3.53M -$139K -1,778 -4%
BBW
115
Blue Barn Wealth
Utah
$3.5M +$279K +3,556 +9%
TC
116
TAGStone Capital
North Carolina
$3.46M -$17.7K -226 -0.5%
PS
117
Principal Securities
Iowa
$3.4M
DWM
118
Dakota Wealth Management
Florida
$3.38M -$578K -7,374 -15%
GVAG
119
Great Valley Advisor Group
Delaware
$3.38M +$996K +12,709 +42%
CA
120
Calton & Associates
Florida
$3.38M +$45.7K +583 +1%
TGAM
121
TBH Global Asset Management
Tennessee
$3.27M +$3.15M +79,053 +2,737%
LFG
122
Larson Financial Group
Missouri
$3.27M -$75.1K -958 -2%
PIA
123
Perennial Investment Advisors
California
$3.1M -$1.08M -13,769 -26%
TWP
124
Total Wealth Planning
Ohio
$3M -$75K -957 -2%
CPIG
125
Chicago Partners Investment Group
Illinois
$2.98M +$333K +4,493 +13%