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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1
NorthRock Partners
Minnesota
$114M +$3.53M +40,077 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$110M -$68.7M -778,974 -38%
Financial Engines Advisors
3
Financial Engines Advisors
California
$102M -$4.98M -56,489 -5%
LPL Financial
4
LPL Financial
California
$92M +$2.34M +26,572 +3%
AWM
5
AE Wealth Management
Kansas
$81.8M +$8.97M +101,781 +12%
APP
6
Avantax Planning Partners
Iowa
$78.2M +$2.19M +24,826 +3%
LFS
7
Lutz Financial Services
Nebraska
$68.6M +$1.98M +22,421 +3%
Morgan Stanley
8
Morgan Stanley
New York
$61.8M +$7.28M +82,629 +13%
EH
9
Equitable Holdings
New York
$60.4M +$6.41M +72,731 +25%
FWP
10
FAS Wealth Partners
Kansas
$53.2M +$1.27M +14,368 +2%
CF
11
Convergence Financial
Missouri
$51.4M +$26M +294,916 +96%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$43M +$44.5M +504,899 New
Wells Fargo
13
Wells Fargo
California
$38.3M -$2.19M -24,887 -5%
CNC
14
Canandaigua National Corp
New York
$35.9M +$37.1M +421,045 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$34.9M +$2.54M +28,763 +8%
FNT
16
First National Trust
Pennsylvania
$32.6M +$1.88M +21,290 +6%
KA
17
Klingman & Associates
New York
$31.5M -$114K -1,295 -0.3%
FPF
18
First Pacific Financial
Washington
$31.3M -$236K -2,674 -0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$26.3M -$491K -5,572 -2%
GIA
20
GHP Investment Advisors
Colorado
$24.3M +$301K +3,412 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$22.4M +$3.05M +34,585 +15%
WWA
22
WCG Wealth Advisors
Nevada
$21.2M +$700K +7,942 +3%
RA
23
Rodgers & Associates
Pennsylvania
$18.6M -$99.9K -1,133 -0.5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$17.6M +$300K +3,399 +2%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16.9M -$215K -2,442 -1%