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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$2.84M
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.81M
CNTOF
128
Canandaigua National Trust of Florida
New York
$2.8M
TIM
129
Tortoise Investment Management
New York
$2.73M
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$2.7M
TWM
131
Tradition Wealth Management
Minnesota
$2.69M
SWGC
132
Summit Wealth Group (Colorado)
Colorado
$2.68M
BEI
133
Benjamin Edwards Inc
Missouri
$2.66M
GIA
134
Gladstone Institutional Advisory
Florida
$2.62M
PIFP
135
Partners in Financial Planning
Virginia
$2.48M
MWP
136
Meredith Wealth Planning
Illinois
$2.42M
CFO
137
Collective Family Office
Pennsylvania
$2.39M
TRCT
138
Tower Research Capital (TRC)
New York
$2.34M
IWC
139
Integrated Wealth Concepts
Massachusetts
$2.33M
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.25M
MA
141
Mutual Advisors
Nebraska
$2.11M
KWA
142
Kingswood Wealth Advisors
California
$2.1M
KNFPWM
143
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.09M
DWM
144
Diversify Wealth Management
Utah
$2.07M
KAS
145
Kestra Advisory Services
Texas
$2.06M
RWM
146
Rialto Wealth Management
New York
$2.05M
IAP
147
Indie Asset Partners
Indiana
$2.05M
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$2.05M
BCM
149
Brookstone Capital Management
Illinois
$2.04M
CWA
150
CM Wealth Advisors
Ohio
$1.93M