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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
LFG
126
Larson Financial Group
Missouri
$3.08M -$76.7K -853 -2%
TWM
127
Tradition Wealth Management
Minnesota
$3.05M -$4.13K -46 -0.1%
TIM
128
Tortoise Investment Management
New York
$2.95M -$128K -1,427 -4%
MGIA
129
Moneta Group Investment Advisors
Missouri
$2.94M +$43.9K +489 +2%
CNTOF
130
Canandaigua National Trust of Florida
New York
$2.92M -$58.3K -649 -2%
PIA
131
Perennial Investment Advisors
California
$2.9M -$138K -1,533 -5%
PIFP
132
Partners in Financial Planning
Virginia
$2.86M +$12.6K +140 +0.4%
AQR Capital Management
133
AQR Capital Management
Connecticut
$2.83M +$559K +6,225 +25%
LW
134
Livet Wealth
Utah
$2.8M +$2.77M +30,799 New
MWP
135
Meredith Wealth Planning
Illinois
$2.77M -$11.2K -125 -0.4%
UF
136
Univest Financial
Pennsylvania
$2.59M +$658K +7,323 +35%
WFPG
137
Waller Financial Planning Group
Ohio
$2.58M -$2.91M -32,347 -53%
BEI
138
Benjamin Edwards Inc
Missouri
$2.58M -$99.1K -1,103 -4%
CFO
139
Collective Family Office
Pennsylvania
$2.58M -$144K -1,608 -5%
Two Sigma Investments
140
Two Sigma Investments
New York
$2.52M +$359K +4,000 +17%
IWC
141
Integrated Wealth Concepts
Massachusetts
$2.5M -$152K -1,693 -6%
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$2.46M +$257K +2,859 +12%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$2.44M +$390K +4,343 +19%
FTS
144
Fifth Third Securities
Ohio
$2.39M +$174K +1,935 +8%
MB
145
MidFirst Bank
Oklahoma
$2.35M +$2.32M +25,861 New
BCM
146
Brookstone Capital Management
Illinois
$2.35M -$63.4K -706 -3%
IA
147
IFG Advisory
Georgia
$2.34M +$228K +2,534 +11%
KWA
148
Kingswood Wealth Advisors
California
$2.33M -$78.6K -875 -3%
BBW
149
Blue Barn Wealth
Utah
$2.29M -$2.57M -28,572 -53%
BW
150
Balance Wealth
Ohio
$2.28M -$1.22M -13,536 -35%