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SPDR S&P 400 Mid Cap Value ETF

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

16% less capital invested

Capital invested by funds: $2.41B → $2.03B (-$379M)

24% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 144

Holders
355
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$54.9M
2 +$28.5M
3 +$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1 -$221M
2 -$94.5M
3 -$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
OPS
Orion Portfolio Solutions
Nebraska
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$344K
227
$344K
228
$334K
229
$328K
230
$327K
231
$326K
232
$324K
233
$323K
234
$321K
235
$303K
236
$302K
237
$302K
238
$301K
239
$301K
240
$301K
241
$300K
242
$298K
243
$281K
244
$278K
245
$278K
246
$277K
247
$277K
248
$259K
249
$259K
250
$258K