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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, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
151
Fifth Third Securities
Ohio
$1.91M
PSF
152
Pacific Sun Financial
California
$1.89M
MCM
153
MAI Capital Management
Ohio
$1.87M
FFN
154
Focus Financial Network
Minnesota
$1.87M
EFL
155
ERn Financial LLC
Wisconsin
$1.8M
IP
156
Ignite Planners
California
$1.8M
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$1.79M
FSWA
158
Financial Synergies Wealth Advisors
Texas
$1.78M
GRP
159
Global Retirement Partners
California
$1.77M
AWA
160
Arete Wealth Advisors
Illinois
$1.72M
IA
161
IFG Advisory
Georgia
$1.72M
SQA
162
Simon Quick Advisors
New Jersey
$1.72M
EIA
163
Eldridge Investment Advisors
New Hampshire
$1.71M
PWM
164
Perigon Wealth Management
California
$1.68M
IWA
165
Inspirion Wealth Advisors
Illinois
$1.68M
SFM
166
Signet Financial Management
New Jersey
$1.68M
FIM
167
Freedom Investment Management
Connecticut
$1.64M
SM
168
Sensible Money
Arizona
$1.64M
AssetMark Inc
169
AssetMark Inc
California
$1.62M
EWA
170
EP Wealth Advisors
California
$1.61M
GVAG
171
Great Valley Advisor Group
Delaware
$1.59M
AWS
172
Atria Wealth Solutions
New York
$1.57M
SWA
173
Stratos Wealth Advisors
Ohio
$1.57M
DI
174
Diligent Investors
California
$1.57M
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$1.56M