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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
OCG
176
Opus Capital Group
Ohio
$1.52M
UF
177
Univest Financial
Pennsylvania
$1.51M
TC
178
TownSquare Capital
Utah
$1.51M
TWM
179
Trueblood Wealth Management
Ohio
$1.49M
BC
180
Burney Company
Virginia
$1.47M
CMP
181
Courage Miller Partners
Virginia
$1.46M
PFBT
182
Parkside Financial Bank & Trust
Missouri
$1.46M
DT
183
Diversified Trust
Tennessee
$1.44M
EA
184
Eclectic Associates
California
$1.42M
GFWA
185
Grey Fox Wealth Advisors
Delaware
$1.4M
CA
186
CoreCap Advisors
Michigan
$1.4M
FFA
187
Florida Financial Advisors
Florida
$1.39M
LC
188
LTG Capital
Massachusetts
$1.37M
LFA
189
Laraway Financial Advisors
Minnesota
$1.32M
KFG
190
Kelly Financial Group
Connecticut
$1.31M
PCMC
191
Paragon Capital Management (Colorado)
Colorado
$1.29M
OPWM
192
Oakwell Private Wealth Management
Texas
$1.26M
VA
193
Valmark Advisers
Ohio
$1.22M
JPMorgan Chase & Co
194
JPMorgan Chase & Co
New York
$1.22M
MFT
195
Moisand Fitzgerald Tamayo
Florida
$1.21M
MF
196
Meridian Financial
Massachusetts
$1.21M
FGWP
197
Founders Grove Wealth Partners
Virginia
$1.2M
MWA
198
Motive Wealth Advisors
Michigan
$1.19M
CWM
199
Connecticut Wealth Management
Connecticut
$1.19M
LPAM
200
Lodestar Private Asset Management
California
$1.19M