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SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 228 reducing their positions, and 42 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: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
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 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

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
AFA
201
Avant Financial Advisors
Texas
$1.19M
BFA
202
Bill Few Associates
Pennsylvania
$1.19M
LJAC
203
L.J. Altfest & Co
New York
$1.14M
APC
204
Asset Planning Corporation
Tennessee
$1.12M
LCM
205
Liberty Capital Management
Michigan
$1.12M
KCM
206
Kendall Capital Management
Maryland
$1.12M
MFG
207
Merit Financial Group
Georgia
$1.1M
AIS
208
American Investment Services
Massachusetts
$1.08M
AQR Capital Management
209
AQR Capital Management
Connecticut
$1.08M
TYCC
210
Texas Yale Capital Corp
Florida
$1.05M
AFAS
211
Acorn Financial Advisory Services
Virginia
$1.05M
PWMG
212
Private Wealth Management Group
New Jersey
$1.02M
FCM
213
Firestone Capital Management
Florida
$1.02M
AFTS
214
American Financial & Tax Strategies
New York
$983K
IJWM
215
Inman Jager Wealth Management
Mississippi
$977K
OAM
216
Occidental Asset Management
California
$977K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$975K
FAN
218
Financial Advisors Network
California
$971K
MCM
219
MidAtlantic Capital Management
Virginia
$958K
HCP
220
Hardin Capital Partners
South Carolina
$957K
Fidelity Investments
221
Fidelity Investments
Massachusetts
$942K
UCFA
222
United Capital Financial Advisors
Texas
$938K
CFG
223
Carter Financial Group
Illinois
$918K
PP
224
Prudential plc
United Kingdom
$904K
HFA
225
Highland Financial Advisors
New Jersey
$899K