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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
SWA
101
Strategies Wealth Advisors
Michigan
$4.46M -$175K -1,950 -4%
MA
102
MONECO Advisors
Connecticut
$4.38M +$17.8K +198 +0.4%
MBI
103
May Barnhard Investments
Maryland
$4.34M -$231K -2,571 -5%
NHT
104
New Hampshire Trust
New Hampshire
$4.27M -$3.42K -38 -0.1%
FFA
105
Farther Finance Advisors
California
$4.21M +$191K +2,128 +5%
WA
106
Waverly Advisors
Alabama
$4.13M -$53.1K -591 -1%
SG
107
Sankala Group
Colorado
$4.11M +$3.76M +41,798 New
TC
108
TAGStone Capital
North Carolina
$4.01M -$19K -211 -0.5%
MAM
109
Marotta Asset Management
Virginia
$3.88M -$356K -3,966 -9%
Truist Financial
110
Truist Financial
North Carolina
$3.87M -$1M -11,138 -21%
KF
111
Krilogy Financial
Missouri
$3.85M -$217K -2,412 -6%
CPIG
112
Chicago Partners Investment Group
Illinois
$3.81M +$120K +1,335 +4%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$3.62M -$252K -2,801 -7%
Citadel Advisors
114
Citadel Advisors
Florida
$3.57M -$3.71M -41,250 -51%
FWI
115
Facet Wealth Inc
Maryland
$3.49M -$1.24M -13,825 -28%
B
116
Bailard
California
$3.45M +$13.2K +147 +0.4%
ACA
117
Aptus Capital Advisors
Alabama
$3.4M +$159K +1,766 +5%
SWP
118
Stratos Wealth Partners
Ohio
$3.33M -$64.2K -715 -2%
DWM
119
Diversify Wealth Management
Utah
$3.3M +$934K +10,389 +43%
PWMG
120
Prestige Wealth Management Group
New Jersey
$3.29M +$40.9K +455 +1%
PCMC
121
Paragon Capital Management (Colorado)
Colorado
$3.28M +$1.81M +20,102 +126%
FGG
122
Financial Guidance Group
Florida
$3.21M -$17.2K -191 -0.5%
KAS
123
Kestra Advisory Services
Texas
$3.16M +$152K +1,697 +5%
GIA
124
Gladstone Institutional Advisory
Florida
$3.09M +$38.7K +431 +1%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$3.08M +$8.72K +97 +0.3%