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State Street SPDR S&P 600 Small Cap Value ETF

561 hedge funds and large institutions have $2.71B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 231 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$284M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 550561 (+11)

0.3% less ownership

Funds ownership: 66.42%66.13% (-0.3%)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 231

Holders
561
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.36%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
60
Increased
169
Reduced
231
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$1.65M +$39K +458 +3%
CMP
177
Courage Miller Partners
Virginia
$1.62M +$5.79K +68 +0.4%
DT
178
Diversified Trust
Tennessee
$1.6M
PFBT
179
Parkside Financial Bank & Trust
Missouri
$1.59M -$23.3K -274 -2%
JP Morgan Chase
180
JP Morgan Chase
New York
$1.59M +$231K +2,714 +18%
GFWA
181
Grey Fox Wealth Advisors
Delaware
$1.59M +$30.8K +361 +2%
CA
182
CoreCap Advisors
Michigan
$1.56M +$6.22K +73 +0.4%
EA
183
Eclectic Associates
California
$1.51M -$65.8K -772 -4%
EFL
184
ERn Financial LLC
Wisconsin
$1.51M -$473K -5,552 -25%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$1.48M +$417K +4,900 +41%
LFA
186
Laraway Financial Advisors
Minnesota
$1.48M +$8.61K +101 +0.6%
TC
187
TownSquare Capital
Utah
$1.43M -$242K -2,840 -15%
PCMC
188
Paragon Capital Management (Colorado)
Colorado
$1.42M -$13.2K -155 -1%
OPWM
189
Oakwell Private Wealth Management
Texas
$1.39M -$9.2K -108 -0.7%
MWA
190
Motive Wealth Advisors
Michigan
$1.38M +$49.2K +577 +4%
LC
191
LTG Capital
Massachusetts
$1.35M -$162K -1,898 -11%
AFA
192
Avant Financial Advisors
Texas
$1.32M
FGWP
193
Founders Grove Wealth Partners
Virginia
$1.32M -$15.4K -181 -1%
BFA
194
Bill Few Associates
Pennsylvania
$1.31M -$4.6K -54 -0.4%
MFT
195
Moisand Fitzgerald Tamayo
Florida
$1.31M -$38.9K -456 -3%
MF
196
Meridian Financial
Massachusetts
$1.29M -$50.4K -592 -4%
LJAC
197
L.J. Altfest & Co
New York
$1.28M +$10.7K +126 +0.9%
APC
198
Asset Planning Corporation
Tennessee
$1.25M +$2.81K +33 +0.2%
KCM
199
Kendall Capital Management
Maryland
$1.24M
LCM
200
Liberty Capital Management
Michigan
$1.24M