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State Street SPDR S&P 600 Small Cap Value ETF

545 hedge funds and large institutions have $2.42B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 43 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: 176 | Existing positions reduced: 229

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
545
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 +$5.33M
4
Morgan Stanley
Morgan Stanley
New York
+$5.33M
5
SF
Symphony Financial
Texas
+$5.13M

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
CWM
201
Connecticut Wealth Management
Connecticut
$1.19M
LPAM
202
Lodestar Private Asset Management
California
$1.19M
AFA
203
Avant Financial Advisors
Texas
$1.19M
BFA
204
Bill Few Associates
Pennsylvania
$1.19M
LJAC
205
L.J. Altfest & Co
New York
$1.14M
APC
206
Asset Planning Corporation
Tennessee
$1.12M
LCM
207
Liberty Capital Management
Michigan
$1.12M
KCM
208
Kendall Capital Management
Maryland
$1.12M
MFG
209
Merit Financial Group
Georgia
$1.1M
AIS
210
American Investment Services
Massachusetts
$1.08M
AQR Capital Management
211
AQR Capital Management
Connecticut
$1.08M
TYCC
212
Texas Yale Capital Corp
Florida
$1.05M
AFAS
213
Acorn Financial Advisory Services
Virginia
$1.05M
PWMG
214
Private Wealth Management Group
New Jersey
$1.02M
FCM
215
Firestone Capital Management
Florida
$1.02M
AFTS
216
American Financial & Tax Strategies
New York
$983K
IJWM
217
Inman Jager Wealth Management
Mississippi
$977K
OAM
218
Occidental Asset Management
California
$977K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$975K
FAN
220
Financial Advisors Network
California
$971K
IWA
221
Invera Wealth Advisors
Oregon
$970K
MCM
222
MidAtlantic Capital Management
Virginia
$958K
HCP
223
Hardin Capital Partners
South Carolina
$957K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$942K
UCFA
225
United Capital Financial Advisors
Texas
$938K