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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.74B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4% more funds holding

Funds holding: 561583 (+22)

1% more capital invested

Capital invested by funds: $2.71B → $2.74B (+$26.4M)

0.73% more ownership

Funds ownership: 66.13%66.85% (+0.73%)

25% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 241

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
7.09%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
65
Increased
180
Reduced
241
Closed
38
Calls
$564K
Puts
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$514M +$12.7M +141,113 +3%
Bank of America
2
Bank of America
North Carolina
$125M -$81.2M -903,408 -40%
Financial Engines Advisors
3
Financial Engines Advisors
California
$106M -$3.07M -34,117 -3%
CFS
4
Cannon Financial Strategists
Georgia
$91.1M +$701K +7,803 +0.8%
GIM
5
Goelzer Investment Management
Indiana
$80M +$51.9K +578 +0.1%
NP
6
NorthRock Partners
Minnesota
$71.1M -$586K -6,526 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$64.9M +$1.83M +20,417 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$49.4M -$4.3M -47,907 -8%
Morgan Stanley
9
Morgan Stanley
New York
$45.4M +$4.04M +44,973 +10%
Creative Planning
10
Creative Planning
Kansas
$41.7M -$1.66M -18,442 -4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$38M -$2M -22,220 -5%
MIM
12
Morningstar Investment Management
Illinois
$35.2M -$1.28M -14,203 -4%
WWA
13
WCG Wealth Advisors
Nevada
$33.7M +$21.4M +238,253 +181%
RA
14
Rodgers & Associates
Pennsylvania
$30.4M -$9.44K -105 -0%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$28.9M +$395K +4,396 +1%
EH
16
Equitable Holdings
New York
$28.9M -$658K -7,322 -2%
Cerity Partners
17
Cerity Partners
New York
$26.4M -$611K -6,800 -2%
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$26.2M +$116K +1,287 +0.4%
DJFS
19
Dean Jacobson Financial Services
Texas
$25.9M +$746K +8,298 +3%
KA
20
Klingman & Associates
New York
$25.6M -$52K -579 -0.2%
EK
21
Evensky & Katz
Florida
$25.3M -$58.5K -651 -0.2%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$24.4M -$443K -4,932 -2%
OCA
23
OpenArc Corporate Advisory
Georgia
$23.4M +$23.1M +257,329 New
AFA
24
American Financial Advisors
Georgia
$23.3M -$1.02M -11,362 -4%
Wells Fargo
25
Wells Fargo
California
$23M +$11.8K +131 +0.1%