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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
151
MONECO Advisors
Connecticut
$2.23M +$1.26M +16,117 +130%
DWM
152
Diversify Wealth Management
Utah
$2.15M -$78.9K -1,063 -4%
KAS
153
Kestra Advisory Services
Texas
$2.12M -$38.7K -494 -2%
FSWA
154
Financial Synergies Wealth Advisors
Texas
$2.09M +$25.3K +323 +1%
PIFP
155
Partners in Financial Planning
Virginia
$2.04M +$41.5K +529 +2%
KNFPWM
156
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.04M -$178K -2,274 -8%
RWM
157
Rialto Wealth Management
New York
$2.02M -$1.25K -16 -0.1%
BCM
158
Brookstone Capital Management
Illinois
$2.01M +$834K +10,635 +71%
KWA
159
Kingswood Wealth Advisors
California
$2M -$6.9K -88 -0.3%
FFN
160
Focus Financial Network
Minnesota
$1.99M -$41.9K -534 -2%
MCM
161
MAI Capital Management
Ohio
$1.98M -$76.3K -973 -4%
MWP
162
Meredith Wealth Planning
Illinois
$1.96M +$42.3K +539 +2%
PSF
163
Pacific Sun Financial
California
$1.94M -$11.8K -150 -0.6%
BMWS
164
Brady Martz Wealth Solutions
North Dakota
$1.93M +$49.5K +631 +3%
CWA
165
CM Wealth Advisors
Ohio
$1.89M
EFL
166
ERn Financial LLC
Wisconsin
$1.88M -$47.7K -609 -2%
AFA
167
Avant Financial Advisors
Texas
$1.84M +$508K +6,480 +38%
FTS
168
Fifth Third Securities
Ohio
$1.82M +$88.6K +1,130 +5%
EWA
169
EP Wealth Advisors
California
$1.81M -$505K -6,441 -22%
MA
170
Mutual Advisors
Nebraska
$1.77M -$81.9K -1,115 -4%
SQA
171
Simon Quick Advisors
New Jersey
$1.71M -$40.3K -514 -2%
SFM
172
Signet Financial Management
New Jersey
$1.7M -$87.2K -1,112 -5%
EIA
173
Eldridge Investment Advisors
New Hampshire
$1.7M +$5.49K +70 +0.3%
IWA
174
Inspirion Wealth Advisors
Illinois
$1.68M -$197K -2,508 -10%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$1.62M -$2.01M -25,699 -55%