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State Street SPDR S&P 600 Small Cap Value ETF

561 hedge funds and large institutions have $2.71B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 231 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$284M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 550561 (+11)

0.3% less ownership

Funds ownership: 66.42%66.13% (-0.3%)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 231

Holders
561
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.36%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
60
Increased
169
Reduced
231
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
151
Two Sigma Investments
New York
$2.1M +$2.02M +23,652 New
IA
152
IFG Advisory
Georgia
$2.06M +$143K +1,684 +8%
MCM
153
MAI Capital Management
Ohio
$2.03M -$48.1K -565 -2%
PSF
154
Pacific Sun Financial
California
$2.03M -$73.3K -860 -4%
FFN
155
Focus Financial Network
Minnesota
$2M -$70.5K -828 -4%
VA
156
Valmark Advisers
Ohio
$2M +$618K +7,251 +47%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.99M -$274K -3,211 -13%
FSWA
158
Financial Synergies Wealth Advisors
Texas
$1.96M -$17.5K -205 -0.9%
IP
159
Ignite Planners
California
$1.94M -$1.19K -14 -0.1%
BMWS
160
Brady Martz Wealth Solutions
North Dakota
$1.93M -$62.4K -732 -3%
GRP
161
Global Retirement Partners
California
$1.91M -$56.2K -660 -3%
PWM
162
Perigon Wealth Management
California
$1.91M +$33.8K +397 +2%
KWM
163
Kassira Wealth Management
Tennessee
$1.9M +$1.83M +21,461 New
IWA
164
Inspirion Wealth Advisors
Illinois
$1.9M +$64.8K +760 +4%
UF
165
Univest Financial
Pennsylvania
$1.88M +$187K +2,196 +12%
SWGC
166
Summit Wealth Group (Colorado)
Colorado
$1.87M -$2.25M -26,364 -78%
SQA
167
Simon Quick Advisors
New Jersey
$1.86M -$44K -517 -2%
SFM
168
Signet Financial Management
New Jersey
$1.82M -$47.5K -557 -3%
SM
169
Sensible Money
Arizona
$1.82M -$1.53K -18 -0.1%
GVAG
170
Great Valley Advisor Group
Delaware
$1.81M +$41.2K +483 +2%
PCM
171
Payne Capital Management
New York
$1.8M +$233K +2,730 +16%
AssetMark Inc
172
AssetMark Inc
California
$1.8M +$3.07K +36 +0.2%
SWA
173
Stratos Wealth Advisors
Ohio
$1.73M -$12.9K -151 -0.8%
TWM
174
Trueblood Wealth Management
Ohio
$1.69M +$33.7K +395 +2%
OCG
175
Opus Capital Group
Ohio
$1.67M -$20.7K -243 -1%