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SPDR S&P 600 Small Cap Value ETF

542 hedge funds and large institutions have $2.42B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.27%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.23%
New
47
Increased
176
Reduced
226
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
151
Pacific Sun Financial
California
$1.89M -$83.7K -1,050 -4%
MCM
152
MAI Capital Management
Ohio
$1.87M -$141K -1,772 -7%
FFN
153
Focus Financial Network
Minnesota
$1.87M -$153K -1,921 -8%
EFL
154
ERn Financial LLC
Wisconsin
$1.8M -$111K -1,392 -6%
IP
155
Ignite Planners
California
$1.8M +$76.4K +931 +4%
BMWS
156
Brady Martz Wealth Solutions
North Dakota
$1.79M -$169K -2,123 -9%
FSWA
157
Financial Synergies Wealth Advisors
Texas
$1.78M -$349K -4,379 -16%
GRP
158
Global Retirement Partners
California
$1.77M +$1.77M +22,235 New
AWA
159
Arete Wealth Advisors
Illinois
$1.72M -$892K -11,186 -34%
IA
160
IFG Advisory
Georgia
$1.72M +$150K +1,882 +10%
SQA
161
Simon Quick Advisors
New Jersey
$1.72M -$20.6K -258 -1%
EIA
162
Eldridge Investment Advisors
New Hampshire
$1.71M -$17.5K -219 -1%
PWM
163
Perigon Wealth Management
California
$1.68M +$39.4K +494 +2%
IWA
164
Inspirion Wealth Advisors
Illinois
$1.68M -$24.4K -306 -1%
SFM
165
Signet Financial Management
New Jersey
$1.68M -$53.5K -671 -3%
FIM
166
Freedom Investment Management
Connecticut
$1.64M +$27K +338 +2%
SM
167
Sensible Money
Arizona
$1.64M -$2.55K -32 -0.2%
AssetMark Inc
168
AssetMark Inc
California
$1.62M +$1.35M +16,971 +514%
EWA
169
EP Wealth Advisors
California
$1.61M -$232K -2,915 -13%
GVAG
170
Great Valley Advisor Group
Delaware
$1.59M -$1.85M -23,188 -54%
AWS
171
Atria Wealth Solutions
New York
$1.57M +$536K +6,574 +52%
SWA
172
Stratos Wealth Advisors
Ohio
$1.57M -$36.5K -458 -2%
DI
173
Diligent Investors
California
$1.57M -$82.2K -1,031 -5%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$1.56M +$25.5K +320 +2%
OCG
175
Opus Capital Group
Ohio
$1.52M -$57.8K -724 -4%