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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
126
Partners in Financial Planning
Virginia
$3M
MWP
127
Meredith Wealth Planning
Illinois
$2.94M
MGIA
128
Moneta Group Investment Advisors
Missouri
$2.93M
LW
129
Livet Wealth
Utah
$2.88M
PIA
130
Perennial Investment Advisors
California
$2.87M
DWM
131
Diversify Wealth Management
Utah
$2.86M
JIG
132
Junk Investment Group
Maryland
$2.84M
CFO
133
Collective Family Office
Pennsylvania
$2.65M
IWC
134
Integrated Wealth Concepts
Massachusetts
$2.65M
PFA
135
Pinnacle Family Advisors
Missouri
$2.62M
JP Morgan Chase
136
JP Morgan Chase
New York
$2.62M
UF
137
Univest Financial
Pennsylvania
$2.6M
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$2.59M
BEI
139
Benjamin Edwards Inc
Missouri
$2.58M
SAI
140
Savvy Advisors Inc
New York
$2.52M
FTS
141
Fifth Third Securities
Ohio
$2.52M
MB
142
MidFirst Bank
Oklahoma
$2.5M
WFPG
143
Waller Financial Planning Group
Ohio
$2.48M
FCM
144
Fell Capital Management
California
$2.45M
KWA
145
Kingswood Wealth Advisors
California
$2.43M
LGW
146
Leslie Global Wealth
Illinois
$2.33M
BCM
147
Brookstone Capital Management
Illinois
$2.31M
CWA
148
CM Wealth Advisors
Ohio
$2.26M
BCI
149
Blue Capital Inc
Nebraska
$2.21M
KNFPWM
150
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.17M