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State Street SPDR S&P 600 Small Cap Value ETF

591 hedge funds and large institutions have $2.65B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 243 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:

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 243

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
SWGC
176
Summit Wealth Group (Colorado)
Colorado
$1.84M
SQA
177
Simon Quick Advisors
New Jersey
$1.8M
TWM
178
Trueblood Wealth Management
Ohio
$1.8M
EWA
179
EP Wealth Advisors
California
$1.76M
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.76M
MPW
181
Melone Private Wealth
Michigan
$1.75M
OCG
182
Opus Capital Group
Ohio
$1.75M
SA
183
Sanctuary Advisors
Indiana
$1.72M
IWA
184
Inspirion Wealth Advisors
Illinois
$1.71M
DT
185
Diversified Trust
Tennessee
$1.71M
CMP
186
Courage Miller Partners
Virginia
$1.67M
PWM
187
Perigon Wealth Management
California
$1.64M
CA
188
CoreCap Advisors
Michigan
$1.61M
XT
189
XTX Topco
Cayman Islands
$1.51M
Two Sigma Investments
190
Two Sigma Investments
New York
$1.51M
EFL
191
ERn Financial LLC
Wisconsin
$1.51M
OPWM
192
Oakwell Private Wealth Management
Texas
$1.48M
LC
193
LTG Capital
Massachusetts
$1.48M
LJAC
194
L.J. Altfest & Co
New York
$1.47M
OC
195
Oppenheimer & Co
New York
$1.46M
FGWP
196
Founders Grove Wealth Partners
Virginia
$1.42M
QCM
197
Quantinno Capital Management
New York
$1.42M
AFA
198
Avant Financial Advisors
Texas
$1.41M
FCM
199
Firestone Capital Management
Florida
$1.39M
LFA
200
Laraway Financial Advisors
Minnesota
$1.36M