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State Street SPDR S&P 400 Mid Cap Value ETF

359 hedge funds and large institutions have $1.85B 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, 106 increasing their positions, 156 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

32% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 156

Holders
359
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
MWPCG
226
Measured Wealth Private Client Group
New Hampshire
$332K
RCAG
227
Rehmann Capital Advisory Group
Michigan
$332K
AR
228
Apeiron RIA
Texas
$328K
WAG
229
Wallace Advisory Group
California
$319K
CA
230
Centerpoint Advisors
Massachusetts
$315K
AAS
231
Ameritas Advisory Services
Nebraska
$311K
CC
232
Cultivar Capital
Texas
$290K
QWM
233
Quadcap Wealth Management
Texas
$288K
SDWMA
234
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K
KPWS
235
Kestra Private Wealth Services
Texas
$276K
IWC
236
Integrated Wealth Concepts
Massachusetts
$275K
AWA
237
Alta Wealth Advisors
Massachusetts
$272K
GA
238
Goldstein Advisors
Wisconsin
$271K
KPWM
239
KDK Private Wealth Management
Texas
$268K
RPGK
240
Retirement Planning Group (Kansas)
Kansas
$267K
Bank of New York Mellon
241
Bank of New York Mellon
New York
$267K
SIAS
242
Summit Investment Advisory Services
Minnesota
$267K
PA
243
Persium Advisors
Georgia
$265K
PIA
244
Perennial Investment Advisors
California
$260K
DC
245
Destiny Capital
Colorado
$259K
NAM
246
NTV Asset Management
West Virginia
$258K
BFA
247
Beaumont Financial Advisors
Massachusetts
$257K
VAG
248
VisionPoint Advisory Group
Texas
$257K
FCH
249
Freestone Capital Holdings
Washington
$252K
CWM
250
Cornerstone Wealth Management
Missouri
$249K