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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 %
CMP
201
Courage Miller Partners
Virginia
$1.29M +$32.1K +410 +3%
OPWM
202
Oakwell Private Wealth Management
Texas
$1.24M -$51.2K -653 -4%
MFT
203
Moisand Fitzgerald Tamayo
Florida
$1.22M -$53.8K -686 -4%
FGWP
204
Founders Grove Wealth Partners
Virginia
$1.21M +$102K +1,305 +9%
PCMC
205
Paragon Capital Management (Colorado)
Colorado
$1.18M -$83.1K -1,060 -7%
MF
206
Meridian Financial
Massachusetts
$1.18M +$30.2K +385 +3%
CWM
207
Connecticut Wealth Management
Connecticut
$1.17M +$1.17M +14,963 New
VA
208
Valmark Advisers
Ohio
$1.17M -$63.8K -814 -5%
BFA
209
Bill Few Associates
Pennsylvania
$1.16M +$86.9K +1,109 +8%
LPAM
210
Lodestar Private Asset Management
California
$1.15M -$49.5K -631 -4%
PCIA
211
Prime Capital Investment Advisors
Kansas
$1.14M +$847K +10,809 +291%
APC
212
Asset Planning Corporation
Tennessee
$1.1M -$31K -396 -3%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1.1M +$227K +2,899 +26%
LCM
214
Liberty Capital Management
Michigan
$1.1M
AIS
215
American Investment Services
Massachusetts
$1.06M -$10.8K -138 -1%
PWMG
216
Private Wealth Management Group
New Jersey
$1.05M +$4.55K +58 +0.4%
JPMorgan Chase & Co
217
JPMorgan Chase & Co
New York
$1.05M +$191K +2,435 +22%
AFAS
218
Acorn Financial Advisory Services
Virginia
$1.03M -$54.4K -694 -5%
EFN
219
Equita Financial Network
Pennsylvania
$1.02M -$19.1K -243 -2%
QC
220
Quent Capital
New York
$1.02M -$21.9K -279 -2%
JFA
221
JNBA Financial Advisors
Minnesota
$1M -$453K -5,782 -31%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$1M +$1M +12,762 New
AWS
223
Atria Wealth Solutions
New York
$998K -$109K -1,388 -10%
UCFA
224
United Capital Financial Advisors
Texas
$982K -$14K -178 -1%
Comerica Bank
225
Comerica Bank
Texas
$981K +$111K +1,419 +13%