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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 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:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
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
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
126
Tortoise Investment Management
New York
$2.95M
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.94M
CNTOF
128
Canandaigua National Trust of Florida
New York
$2.92M
PIA
129
Perennial Investment Advisors
California
$2.9M
PIFP
130
Partners in Financial Planning
Virginia
$2.86M
AQR Capital Management
131
AQR Capital Management
Connecticut
$2.83M
LW
132
Livet Wealth
Utah
$2.8M
MWP
133
Meredith Wealth Planning
Illinois
$2.77M
UF
134
Univest Financial
Pennsylvania
$2.59M
WFPG
135
Waller Financial Planning Group
Ohio
$2.58M
BEI
136
Benjamin Edwards Inc
Missouri
$2.58M
CFO
137
Collective Family Office
Pennsylvania
$2.58M
Two Sigma Investments
138
Two Sigma Investments
New York
$2.52M
IWC
139
Integrated Wealth Concepts
Massachusetts
$2.5M
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$2.46M
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$2.44M
FTS
142
Fifth Third Securities
Ohio
$2.39M
MB
143
MidFirst Bank
Oklahoma
$2.35M
BCM
144
Brookstone Capital Management
Illinois
$2.35M
IA
145
IFG Advisory
Georgia
$2.34M
KWA
146
Kingswood Wealth Advisors
California
$2.33M
BBW
147
Blue Barn Wealth
Utah
$2.29M
BW
148
Balance Wealth
Ohio
$2.28M
CWA
149
CM Wealth Advisors
Ohio
$2.2M
LJAC
150
L.J. Altfest & Co
New York
$2.15M