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State Street SPDR S&P 600 Small Cap Value ETF

561 hedge funds and large institutions have $2.71B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 231 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$284M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more funds holding

Funds holding: 550561 (+11)

0.3% less ownership

Funds ownership: 66.42%66.13% (-0.3%)

27% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 231

Holders
561
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.36%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
60
Increased
169
Reduced
231
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$489M +$17.1M +200,198 +4%
Bank of America
2
Bank of America
North Carolina
$202M +$8.34M +97,895 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$106M -$15.4M -180,286 -13%
CFS
4
Cannon Financial Strategists
Georgia
$88.1M +$3.53M +41,388 +4%
GIM
5
Goelzer Investment Management
Indiana
$77.9M -$597K -7,005 -0.8%
NP
6
NorthRock Partners
Minnesota
$69.9M -$45.6K -535 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$61.5M +$1.74M +20,476 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$52.3M -$16.7M -195,782 -25%
Creative Planning
9
Creative Planning
Kansas
$42.3M +$8.18M +95,972 +25%
Morgan Stanley
10
Morgan Stanley
New York
$40.2M +$971K +11,392 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$37.5M -$3.57M -41,890 -9%
MIM
12
Morningstar Investment Management
Illinois
$35.5M +$34.1M +400,624 New
Osaic Holdings
13
Osaic Holdings
Arizona
$32.5M +$10.8M +126,499 +52%
RA
14
Rodgers & Associates
Pennsylvania
$29.6M -$219K -2,571 -0.8%
EH
15
Equitable Holdings
New York
$28.8M -$228K -2,675 -0.8%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$28.2M +$339K +3,978 +1%
Cerity Partners
17
Cerity Partners
New York
$26.3M -$786K -9,223 -3%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$25.4M +$98.8K +1,159 +0.4%
KA
19
Klingman & Associates
New York
$25M -$171K -2,004 -0.7%
EK
20
Evensky & Katz
Florida
$24.7M -$907K -10,642 -4%
DJFS
21
Dean Jacobson Financial Services
Texas
$24.5M +$23.6M +276,773 New
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$24.3M -$461K -5,416 -2%
AFA
23
American Financial Advisors
Georgia
$23.7M +$1.1M +12,892 +5%
Wells Fargo
24
Wells Fargo
California
$22.4M +$1.94M +22,782 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.6M -$3.71M -43,560 -16%