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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
SWA
101
Strategies Wealth Advisors
Michigan
$4.52M -$480K -5,635 -10%
MBI
102
May Barnhard Investments
Maryland
$4.46M -$44K -516 -1%
FWI
103
Facet Wealth Inc
Maryland
$4.43M -$162K -1,903 -4%
MA
104
MONECO Advisors
Connecticut
$4.25M +$925K +10,862 +29%
NHT
105
New Hampshire Trust
New Hampshire
$4.16M -$469K -5,504 -10%
MAM
106
Marotta Asset Management
Virginia
$4.16M -$134K -1,578 -3%
WA
107
Waverly Advisors
Alabama
$4.08M -$288K -3,378 -7%
TC
108
TAGStone Capital
North Carolina
$3.93M +$4.43K +52 +0.1%
FFA
109
Farther Finance Advisors
California
$3.92M -$2.16M -25,405 -37%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$3.77M -$427K -5,012 -11%
KF
111
Krilogy Financial
Missouri
$3.75M -$190K -2,230 -5%
GS
112
GTS Securities
New York
$3.71M -$248K -2,907 -6%
TWP
113
Total Wealth Planning
Ohio
$3.48M -$151K -1,774 -4%
BW
114
Balance Wealth
Ohio
$3.42M +$3.29M +38,591 New
CPIG
115
Chicago Partners Investment Group
Illinois
$3.41M +$38.2K +448 +1%
B
116
Bailard
California
$3.35M +$49.3K +579 +2%
SWP
117
Stratos Wealth Partners
Ohio
$3.31M +$3.18M +37,343 New
SC
118
Savant Capital
Illinois
$3.28M +$6.65K +78 +0.2%
PWMG
119
Prestige Wealth Management Group
New Jersey
$3.16M -$65.4K -767 -2%
ACA
120
Aptus Capital Advisors
Alabama
$3.16M -$114K -1,341 -4%
FGG
121
Financial Guidance Group
Florida
$3.14M -$107K -1,251 -3%
LFG
122
Larson Financial Group
Missouri
$3.07M -$79.6K -934 -3%
DWM
123
Dakota Wealth Management
Florida
$3.05M -$273K -3,203 -9%
TIM
124
Tortoise Investment Management
New York
$3M -$29.4K -345 -1%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$3M +$767 +9 +0%