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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 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:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
ACA
126
Aptus Capital Advisors
Alabama
$3.14M
FGG
127
Financial Guidance Group
Florida
$3.12M
TIM
128
Tortoise Investment Management
New York
$3.05M
PIFP
129
Partners in Financial Planning
Virginia
$3M
MWP
130
Meredith Wealth Planning
Illinois
$2.94M
MGIA
131
Moneta Group Investment Advisors
Missouri
$2.93M
LW
132
Livet Wealth
Utah
$2.88M
PIA
133
Perennial Investment Advisors
California
$2.87M
DWM
134
Diversify Wealth Management
Utah
$2.86M
JIG
135
Junk Investment Group
Maryland
$2.84M
CFO
136
Collective Family Office
Pennsylvania
$2.65M
IWC
137
Integrated Wealth Concepts
Massachusetts
$2.65M
PFA
138
Pinnacle Family Advisors
Missouri
$2.62M
JP Morgan Chase
139
JP Morgan Chase
New York
$2.62M
UF
140
Univest Financial
Pennsylvania
$2.6M
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$2.59M
BEI
142
Benjamin Edwards Inc
Missouri
$2.58M
SAI
143
Savvy Advisors Inc
New York
$2.52M
FTS
144
Fifth Third Securities
Ohio
$2.52M
MB
145
MidFirst Bank
Oklahoma
$2.5M
WFPG
146
Waller Financial Planning Group
Ohio
$2.48M
FCM
147
Fell Capital Management
California
$2.45M
KWA
148
Kingswood Wealth Advisors
California
$2.43M
LGW
149
Leslie Global Wealth
Illinois
$2.33M
BCM
150
Brookstone Capital Management
Illinois
$2.31M