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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$315K
AAS
227
Ameritas Advisory Services
Nebraska
$311K
CC
228
Cultivar Capital
Texas
$290K
QWM
229
Quadcap Wealth Management
Texas
$288K
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K
KPWS
231
Kestra Private Wealth Services
Texas
$276K
IWC
232
Integrated Wealth Concepts
Massachusetts
$275K
AWA
233
Alta Wealth Advisors
Massachusetts
$272K
GA
234
Goldstein Advisors
Wisconsin
$271K
KPWM
235
KDK Private Wealth Management
Texas
$268K
RPGK
236
Retirement Planning Group (Kansas)
Kansas
$267K
Bank of New York Mellon
237
Bank of New York Mellon
New York
$267K
SIAS
238
Summit Investment Advisory Services
Minnesota
$267K
PA
239
Persium Advisors
Georgia
$265K
PIA
240
Perennial Investment Advisors
California
$260K
DC
241
Destiny Capital
Colorado
$259K
NAM
242
NTV Asset Management
West Virginia
$258K
BFA
243
Beaumont Financial Advisors
Massachusetts
$257K
VAG
244
VisionPoint Advisory Group
Texas
$257K
FCH
245
Freestone Capital Holdings
Washington
$252K
CWM
246
Cornerstone Wealth Management
Missouri
$249K
GWM
247
Gibbs Wealth Management
Georgia
$245K
CFG
248
Certior Financial Group
Pennsylvania
$241K
CTC
249
Central Trust Company
Missouri
$241K
RWA
250
Redhawk Wealth Advisors
Minnesota
$238K