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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B 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, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
151
Fifth Third Securities
Ohio
$1.91M +$60K +752 +3%
PSF
152
Pacific Sun Financial
California
$1.89M -$83.7K -1,050 -4%
MCM
153
MAI Capital Management
Ohio
$1.87M -$141K -1,772 -7%
FFN
154
Focus Financial Network
Minnesota
$1.87M -$153K -1,921 -8%
EFL
155
ERn Financial LLC
Wisconsin
$1.8M -$111K -1,392 -6%
IP
156
Ignite Planners
California
$1.8M +$76.4K +931 +4%
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$1.79M -$169K -2,123 -9%
FSWA
158
Financial Synergies Wealth Advisors
Texas
$1.78M -$349K -4,379 -16%
GRP
159
Global Retirement Partners
California
$1.77M +$1.77M +22,235 New
AWA
160
Arete Wealth Advisors
Illinois
$1.72M -$892K -11,186 -34%
IA
161
IFG Advisory
Georgia
$1.72M +$150K +1,882 +10%
SQA
162
Simon Quick Advisors
New Jersey
$1.72M -$20.6K -258 -1%
EIA
163
Eldridge Investment Advisors
New Hampshire
$1.71M -$17.5K -219 -1%
PWM
164
Perigon Wealth Management
California
$1.68M +$39.4K +494 +2%
IWA
165
Inspirion Wealth Advisors
Illinois
$1.68M -$24.4K -306 -1%
SFM
166
Signet Financial Management
New Jersey
$1.68M -$53.5K -671 -3%
FIM
167
Freedom Investment Management
Connecticut
$1.64M +$27K +338 +2%
SM
168
Sensible Money
Arizona
$1.64M -$2.55K -32 -0.2%
AssetMark Inc
169
AssetMark Inc
California
$1.62M +$1.35M +16,971 +514%
EWA
170
EP Wealth Advisors
California
$1.61M -$232K -2,915 -13%
GVAG
171
Great Valley Advisor Group
Delaware
$1.59M -$1.85M -23,188 -54%
AWS
172
Atria Wealth Solutions
New York
$1.57M +$536K +6,574 +52%
SWA
173
Stratos Wealth Advisors
Ohio
$1.57M -$36.5K -458 -2%
DI
174
Diligent Investors
California
$1.57M -$82.2K -1,031 -5%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$1.56M +$25.5K +320 +2%