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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, 176 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$424M +$12.7M +159,335 +3%
Bank of America
2
Bank of America
North Carolina
$173M -$10.8M -135,717 -6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$110M +$5.33M +66,853 +5%
CFS
4
Cannon Financial Strategists
Georgia
$76M +$845K +10,593 +1%
GIM
5
Goelzer Investment Management
Indiana
$70.6M +$2.48M +31,118 +4%
NP
6
NorthRock Partners
Minnesota
$62.9M +$2.94M +36,911 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$62.7M +$4.48M +56,229 +8%
Ameriprise
8
Ameriprise
Minnesota
$53.5M -$1.56M -19,636 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$38.8M -$7.05M -84,752 -15%
Morgan Stanley
10
Morgan Stanley
New York
$35.3M +$5.33M +66,844 +18%
Creative Planning
11
Creative Planning
Kansas
$30.4M -$2.17M -27,245 -7%
RA
12
Rodgers & Associates
Pennsylvania
$26.8M +$2.43M +30,404 +10%
EH
13
Equitable Holdings
New York
$26.1M +$1.28M +16,078 +5%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$24.7M +$1.69M +21,241 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$24.7M +$5.78M +66,398 +31%
Cerity Partners
16
Cerity Partners
New York
$24.4M -$50.2M -629,230 -67%
EK
17
Evensky & Katz
Florida
$23.1M -$814K -10,205 -3%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$22.8M +$1.3M +16,247 +6%
KA
19
Klingman & Associates
New York
$22.7M +$1.78M +22,293 +9%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$22.3M -$119K -1,486 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$21.1M -$6.6M -82,786 -24%
AFA
22
American Financial Advisors
Georgia
$20.3M -$341K -4,280 -2%
Wells Fargo
23
Wells Fargo
California
$18.4M -$8.19M -102,682 -31%
CNBT
24
Canandaigua National Bank & Trust
New York
$16.8M -$314K -3,940 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.4M -$7.11M -89,106 -30%