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State Street SPDR S&P 600 Small Cap Value ETF

576 hedge funds and large institutions have $2.73B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 179 increasing their positions, 239 reducing their positions, and 37 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: $ → $

0.58% more ownership

Funds ownership: 66.09%66.67% (+0.58%)

25% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 239

Holders
576
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
TWM
126
Tradition Wealth Management
Minnesota
$3.05M
TIM
127
Tortoise Investment Management
New York
$2.95M
MGIA
128
Moneta Group Investment Advisors
Missouri
$2.94M
CNTOF
129
Canandaigua National Trust of Florida
New York
$2.92M
PIA
130
Perennial Investment Advisors
California
$2.9M
PIFP
131
Partners in Financial Planning
Virginia
$2.86M
AQR Capital Management
132
AQR Capital Management
Connecticut
$2.83M
LW
133
Livet Wealth
Utah
$2.8M
MWP
134
Meredith Wealth Planning
Illinois
$2.77M
UF
135
Univest Financial
Pennsylvania
$2.59M
WFPG
136
Waller Financial Planning Group
Ohio
$2.58M
BEI
137
Benjamin Edwards Inc
Missouri
$2.58M
CFO
138
Collective Family Office
Pennsylvania
$2.58M
Two Sigma Investments
139
Two Sigma Investments
New York
$2.52M
IWC
140
Integrated Wealth Concepts
Massachusetts
$2.5M
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$2.46M
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$2.44M
FTS
143
Fifth Third Securities
Ohio
$2.39M
MB
144
MidFirst Bank
Oklahoma
$2.35M
BCM
145
Brookstone Capital Management
Illinois
$2.35M
IA
146
IFG Advisory
Georgia
$2.34M
KWA
147
Kingswood Wealth Advisors
California
$2.33M
BBW
148
Blue Barn Wealth
Utah
$2.29M
BW
149
Balance Wealth
Ohio
$2.28M
CWA
150
CM Wealth Advisors
Ohio
$2.2M