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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
GVAG
176
Great Valley Advisor Group
Delaware
$1.84M -$12.5K -139 -0.7%
SM
177
Sensible Money
Arizona
$1.82M -$42.7K -475 -2%
BFA
178
Bill Few Associates
Pennsylvania
$1.8M +$446K +4,958 +33%
EA
179
Eclectic Associates
California
$1.78M +$232K +2,585 +15%
TWM
180
Trueblood Wealth Management
Ohio
$1.74M +$9.88K +110 +0.6%
SA
181
Sanctuary Advisors
Indiana
$1.74M +$46.8K +521 +3%
SQA
182
Simon Quick Advisors
New Jersey
$1.74M -$168K -1,871 -9%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$1.68M +$161K +1,792 +11%
OCG
184
Opus Capital Group
Ohio
$1.68M -$35.1K -391 -2%
EWA
185
EP Wealth Advisors
California
$1.68M +$1.66M +18,457 New
IWA
186
Inspirion Wealth Advisors
Illinois
$1.65M -$331K -3,689 -17%
DT
187
Diversified Trust
Tennessee
$1.64M
CA
188
CoreCap Advisors
Michigan
$1.61M +$9.44K +105 +0.6%
CMP
189
Courage Miller Partners
Virginia
$1.61M -$55.8K -621 -3%
GFWA
190
Grey Fox Wealth Advisors
Delaware
$1.59M -$39.7K -442 -2%
EFL
191
ERn Financial LLC
Wisconsin
$1.52M -$23.7K -264 -2%
LFA
192
Laraway Financial Advisors
Minnesota
$1.48M -$32.3K -360 -2%
XT
193
XTX Topco
Cayman Islands
$1.48M +$1.46M +16,223 New
LC
194
LTG Capital
Massachusetts
$1.44M +$50.7K +564 +4%
OPWM
195
Oakwell Private Wealth Management
Texas
$1.42M
Brown Advisory
196
Brown Advisory
Maryland
$1.41M +$874K +9,722 +167%
MWA
197
Motive Wealth Advisors
Michigan
$1.41M -$3.77K -42 -0.3%
FGWP
198
Founders Grove Wealth Partners
Virginia
$1.37M +$13.8K +154 +1%
AFA
199
Avant Financial Advisors
Texas
$1.36M
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$1.36M +$779K +8,672 +139%