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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 reducing their positions, and 27 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:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
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
$303K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
176
Sensible Money
Arizona
$1.88M
SFM
177
Signet Financial Management
New Jersey
$1.88M
EFG
178
Everhart Financial Group
Ohio
$1.87M
SWGC
179
Summit Wealth Group (Colorado)
Colorado
$1.84M
SQA
180
Simon Quick Advisors
New Jersey
$1.8M
TWM
181
Trueblood Wealth Management
Ohio
$1.8M
EWA
182
EP Wealth Advisors
California
$1.76M
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$1.76M
MPW
184
Melone Private Wealth
Michigan
$1.75M
OCG
185
Opus Capital Group
Ohio
$1.75M
SA
186
Sanctuary Advisors
Indiana
$1.72M
IWA
187
Inspirion Wealth Advisors
Illinois
$1.71M
DT
188
Diversified Trust
Tennessee
$1.71M
CMP
189
Courage Miller Partners
Virginia
$1.67M
PWM
190
Perigon Wealth Management
California
$1.64M
CA
191
CoreCap Advisors
Michigan
$1.61M
XT
192
XTX Topco
Cayman Islands
$1.51M
Two Sigma Investments
193
Two Sigma Investments
New York
$1.51M
EFL
194
ERn Financial LLC
Wisconsin
$1.51M
OPWM
195
Oakwell Private Wealth Management
Texas
$1.48M
LC
196
LTG Capital
Massachusetts
$1.48M
LJAC
197
L.J. Altfest & Co
New York
$1.47M
OC
198
Oppenheimer & Co
New York
$1.46M
FGWP
199
Founders Grove Wealth Partners
Virginia
$1.42M
QCM
200
Quantinno Capital Management
New York
$1.42M