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SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
DI
176
Diligent Investors
California
$1.62M -$97.8K -1,248 -6%
PWM
177
Perigon Wealth Management
California
$1.62M +$1.62M +20,624 New
SM
178
Sensible Money
Arizona
$1.61M -$4.47K -57 -0.3%
TYCC
179
Texas Yale Capital Corp
Florida
$1.6M +$935K +11,930 +140%
FIM
180
Freedom Investment Management
Connecticut
$1.59M -$273K -3,482 -15%
SWA
181
Stratos Wealth Advisors
Ohio
$1.58M -$7.14K -91 -0.4%
MFG
182
Merit Financial Group
Georgia
$1.56M +$507K +6,472 +48%
OCG
183
Opus Capital Group
Ohio
$1.55M +$705 +9 +0%
IP
184
Ignite Planners
California
$1.55M -$1.33K -18 -0.1%
BC
185
Burney Company
Virginia
$1.55M +$589K +7,512 +61%
IA
186
IFG Advisory
Georgia
$1.54M +$1.23M +15,719 +400%
FFA
187
Florida Financial Advisors
Florida
$1.52M +$606K +8,163 +66%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$1.5M +$77.6K +990 +5%
TWM
189
Trueblood Wealth Management
Ohio
$1.46M -$35.4K -451 -2%
FFA
190
Farther Finance Advisors
California
$1.45M +$109K +1,387 +8%
LJAC
191
L.J. Altfest & Co
New York
$1.43M -$483K -6,162 -25%
EA
192
Eclectic Associates
California
$1.41M +$48.5K +619 +4%
UF
193
Univest Financial
Pennsylvania
$1.39M -$27.5K -351 -2%
LFA
194
Laraway Financial Advisors
Minnesota
$1.39M -$12.5K -159 -0.9%
CA
195
CoreCap Advisors
Michigan
$1.39M -$35.8K -457 -3%
VW
196
Veridan Wealth
Oregon
$1.38M +$163K +2,077 +13%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$1.38M +$218K +2,781 +19%
FCM
198
Firestone Capital Management
Florida
$1.37M +$102K +1,297 +8%
PP
199
Prudential plc
United Kingdom
$1.31M +$368K +4,690 +39%
LC
200
LTG Capital
Massachusetts
$1.3M -$784 -10 -0.1%