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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$3.08M
TWM
127
Tradition Wealth Management
Minnesota
$3.05M
TIM
128
Tortoise Investment Management
New York
$2.95M
MGIA
129
Moneta Group Investment Advisors
Missouri
$2.94M
CNTOF
130
Canandaigua National Trust of Florida
New York
$2.92M
PIA
131
Perennial Investment Advisors
California
$2.9M
PIFP
132
Partners in Financial Planning
Virginia
$2.86M
AQR Capital Management
133
AQR Capital Management
Connecticut
$2.83M
LW
134
Livet Wealth
Utah
$2.8M
MWP
135
Meredith Wealth Planning
Illinois
$2.77M
UF
136
Univest Financial
Pennsylvania
$2.59M
WFPG
137
Waller Financial Planning Group
Ohio
$2.58M
BEI
138
Benjamin Edwards Inc
Missouri
$2.58M
CFO
139
Collective Family Office
Pennsylvania
$2.58M
Two Sigma Investments
140
Two Sigma Investments
New York
$2.52M
IWC
141
Integrated Wealth Concepts
Massachusetts
$2.5M
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$2.46M
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$2.44M
FTS
144
Fifth Third Securities
Ohio
$2.39M
MB
145
MidFirst Bank
Oklahoma
$2.35M
BCM
146
Brookstone Capital Management
Illinois
$2.35M
IA
147
IFG Advisory
Georgia
$2.34M
KWA
148
Kingswood Wealth Advisors
California
$2.33M
BBW
149
Blue Barn Wealth
Utah
$2.29M
BW
150
Balance Wealth
Ohio
$2.28M