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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
TAGStone Capital
North Carolina
$4.16M
MBI
102
May Barnhard Investments
Maryland
$4.09M
SG
103
Sankala Group
Colorado
$4.06M
CPIG
104
Chicago Partners Investment Group
Illinois
$4.05M
Corient Private Wealth
105
Corient Private Wealth
Florida
$3.97M
KF
106
Krilogy Financial
Missouri
$3.9M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$3.74M
FFA
108
Farther Finance Advisors
California
$3.73M
B
109
Bailard
California
$3.63M
Truist Financial
110
Truist Financial
North Carolina
$3.6M
AQR Capital Management
111
AQR Capital Management
Connecticut
$3.6M
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$3.58M
PWMG
113
Prestige Wealth Management Group
New Jersey
$3.44M
PCMC
114
Paragon Capital Management (Colorado)
Colorado
$3.41M
GIA
115
Gladstone Institutional Advisory
Florida
$3.41M
MAM
116
Marotta Asset Management
Virginia
$3.38M
FWI
117
Facet Wealth Inc
Maryland
$3.28M
KAS
118
Kestra Advisory Services
Texas
$3.22M
CNTOF
119
Canandaigua National Trust of Florida
New York
$3.17M
TWM
120
Tradition Wealth Management
Minnesota
$3.15M
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$3.14M
LFG
122
Larson Financial Group
Missouri
$3.14M
ACA
123
Aptus Capital Advisors
Alabama
$3.14M
FGG
124
Financial Guidance Group
Florida
$3.12M
TIM
125
Tortoise Investment Management
New York
$3.05M