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State Street SPDR S&P 600 Small Cap Value ETF

571 hedge funds and large institutions have $2.72B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 240 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

26% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 240

Holders
571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$564K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
151
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.14M
VA
152
Valmark Advisers
Ohio
$2.11M
MA
153
Mutual Advisors
Nebraska
$2.09M
FFN
154
Focus Financial Network
Minnesota
$2.09M
KNFPWM
155
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.08M
SWGC
156
Summit Wealth Group (Colorado)
Colorado
$2.07M
MCM
157
MAI Capital Management
Ohio
$2.07M
IP
158
Ignite Planners
California
$2.03M
FSWA
159
Financial Synergies Wealth Advisors
Texas
$2.02M
JP Morgan Chase
160
JP Morgan Chase
New York
$2.01M
PSF
161
Pacific Sun Financial
California
$2.01M
IAP
162
Indie Asset Partners
Indiana
$2.01M
BMWS
163
Brady Martz Wealth Solutions
North Dakota
$1.98M
PWM
164
Perigon Wealth Management
California
$1.96M
GRP
165
Global Retirement Partners
California
$1.95M
KWM
166
Kassira Wealth Management
Tennessee
$1.92M
PCM
167
Payne Capital Management
New York
$1.91M
GS
168
GTS Securities
New York
$1.87M
SFM
169
Signet Financial Management
New Jersey
$1.86M
AssetMark Inc
170
AssetMark Inc
California
$1.86M
MPW
171
Melone Private Wealth
Michigan
$1.85M
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1.85M
GVAG
173
Great Valley Advisor Group
Delaware
$1.84M
SM
174
Sensible Money
Arizona
$1.82M
BFA
175
Bill Few Associates
Pennsylvania
$1.8M