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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
CM Wealth Advisors
Ohio
$2.2M
LJAC
152
L.J. Altfest & Co
New York
$2.15M +$824K +9,166 +64%
FWMP
153
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.14M -$155K -1,720 -7%
VA
154
Valmark Advisers
Ohio
$2.11M +$63.6K +708 +3%
MA
155
Mutual Advisors
Nebraska
$2.09M -$147K -1,638 -7%
FFN
156
Focus Financial Network
Minnesota
$2.09M +$32.8K +365 +2%
KNFPWM
157
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.08M -$253K -2,810 -11%
SWGC
158
Summit Wealth Group (Colorado)
Colorado
$2.07M +$1.39M +15,514 +213%
MCM
159
MAI Capital Management
Ohio
$2.07M -$12.5K -139 -0.6%
IP
160
Ignite Planners
California
$2.03M -$81.4K -906 -4%
FSWA
161
Financial Synergies Wealth Advisors
Texas
$2.02M +$4.58K +51 +0.2%
JP Morgan Chase
162
JP Morgan Chase
New York
$2.01M +$375K +4,171 +23%
PSF
163
Pacific Sun Financial
California
$2.01M -$66.5K -740 -3%
IAP
164
Indie Asset Partners
Indiana
$2.01M -$145K -1,616 -7%
BMWS
165
Brady Martz Wealth Solutions
North Dakota
$1.98M +$3.15K +35 +0.2%
PWM
166
Perigon Wealth Management
California
$1.96M +$2.34K +26 +0.1%
GRP
167
Global Retirement Partners
California
$1.95M -$12.1K -135 -0.6%
KWM
168
Kassira Wealth Management
Tennessee
$1.92M -$36.8K -409 -2%
PCM
169
Payne Capital Management
New York
$1.91M +$65.1K +725 +4%
FCM
170
Fell Capital Management
California
$1.9M +$1.88M +20,912 New
GS
171
GTS Securities
New York
$1.87M -$1.92M -21,318 -51%
SFM
172
Signet Financial Management
New Jersey
$1.86M -$7.91K -88 -0.4%
AssetMark Inc
173
AssetMark Inc
California
$1.86M +$7.55K +84 +0.4%
MPW
174
Melone Private Wealth
Michigan
$1.85M -$3.46M -38,486 -65%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$1.85M +$209K +2,322 +13%