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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
TWM
126
Tradition Wealth Management
Minnesota
$2.98M -$13.7K -161 -0.5%
GIA
127
Gladstone Institutional Advisory
Florida
$2.97M +$56.1K +658 +2%
FPAS
128
Focus Partners Advisor Solutions
Missouri
$2.97M -$5.82M -68,269 -67%
PIA
129
Perennial Investment Advisors
California
$2.96M -$287K -3,366 -9%
KAS
130
Kestra Advisory Services
Texas
$2.93M +$619K +7,270 +28%
CNTOF
131
Canandaigua National Trust of Florida
New York
$2.9M -$206K -2,420 -7%
MGIA
132
Moneta Group Investment Advisors
Missouri
$2.82M -$293K -3,444 -10%
PIFP
133
Partners in Financial Planning
Virginia
$2.77M +$9.63K +113 +0.4%
MWP
134
Meredith Wealth Planning
Illinois
$2.71M +$13.5K +159 +0.5%
CFO
135
Collective Family Office
Pennsylvania
$2.66M
BEI
136
Benjamin Edwards Inc
Missouri
$2.61M -$336K -3,947 -12%
IWC
137
Integrated Wealth Concepts
Massachusetts
$2.59M -$3.92K -46 -0.2%
RA
138
Royce & Associates
New York
$2.47M +$2.38M +27,887 New
BCM
139
Brookstone Capital Management
Illinois
$2.35M +$84.4K +990 +4%
KWA
140
Kingswood Wealth Advisors
California
$2.35M +$15.8K +185 +0.7%
KNFPWM
141
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.28M -$43.2K -507 -2%
FWMP
142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.24M -$253K -2,974 -11%
MPCL
143
My Personal CFO LLC
Washington
$2.24M +$2.15M +25,275 New
MA
144
Mutual Advisors
Nebraska
$2.22M -$50.2K -589 -2%
AQR Capital Management
145
AQR Capital Management
Connecticut
$2.21M +$964K +11,316 +83%
FTS
146
Fifth Third Securities
Ohio
$2.16M +$38.5K +452 +2%
CWA
147
CM Wealth Advisors
Ohio
$2.14M
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$2.14M +$399K +4,679 +24%
DWM
149
Diversify Wealth Management
Utah
$2.12M -$49.7K -583 -2%
IAP
150
Indie Asset Partners
Indiana
$2.1M -$169K -1,982 -8%