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State Street SPDR S&P 600 Small Cap Value ETF

595 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 184 increasing their positions, 244 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:

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 244

Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
AFA
201
Avant Financial Advisors
Texas
$1.41M
FCM
202
Firestone Capital Management
Florida
$1.39M
LFA
203
Laraway Financial Advisors
Minnesota
$1.36M
Charles Schwab
204
Charles Schwab
California
$1.35M
MF
205
Meridian Financial
Massachusetts
$1.34M
KCM
206
Kendall Capital Management
Maryland
$1.32M
MFT
207
Moisand Fitzgerald Tamayo
Florida
$1.29M
AIS
208
American Investment Services
Massachusetts
$1.28M
AFAS
209
Acorn Financial Advisory Services
Virginia
$1.28M
MWA
210
Motive Wealth Advisors
Michigan
$1.27M
KFG
211
Kelly Financial Group
Connecticut
$1.23M
TYCC
212
Texas Yale Capital Corp
Florida
$1.17M
OAM
213
Occidental Asset Management
California
$1.16M
MMA
214
Miracle Mile Advisors
California
$1.16M
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$1.15M
HI
216
Harbour Investments
Wisconsin
$1.15M
HCP
217
Hardin Capital Partners
South Carolina
$1.14M
GK
218
Graney & King
New York
$1.13M
MCM
219
MidAtlantic Capital Management
Virginia
$1.13M
AFTS
220
American Financial & Tax Strategies
New York
$1.12M
CWM
221
Connecticut Wealth Management
Connecticut
$1.12M
UCFA
222
United Capital Financial Advisors
Texas
$1.12M
IWA
223
Invera Wealth Advisors
Oregon
$1.11M
FAN
224
Financial Advisors Network
California
$1.09M
ACM
225
AlphaStar Capital Management
North Carolina
$1.08M