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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
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
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$369K
CAG
227
Csenge Advisory Group
Florida
$368K
FPCP
228
Fort Point Capital Partners
California
$367K
WWM
229
Western Wealth Management
Colorado
$357K
CCM
230
Condor Capital Management
New Jersey
$357K
Bank of New York Mellon
231
Bank of New York Mellon
New York
$355K
WAG
232
Wallace Advisory Group
California
$353K
AC
233
Avant Capital
Louisiana
$347K
AR
234
Apeiron RIA
Texas
$347K
Brown Advisory
235
Brown Advisory
Maryland
$345K
AL
236
ACAS LLC
California
$345K
AAS
237
Ameritas Advisory Services
Nebraska
$344K
CWA
238
Centennial Wealth Advisory
Michigan
$338K
IWA
239
Inspirion Wealth Advisors
Illinois
$332K
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$321K
FA
241
Flagstar Advisors
New York
$319K
AWA
242
Acorn Wealth Advisors
Michigan
$313K
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$307K
RCAG
244
Rehmann Capital Advisory Group
Michigan
$304K
CA
245
Centerpoint Advisors
Massachusetts
$302K
NG
246
Norden Group
Utah
$301K
DWM
247
Drive Wealth Management
Utah
$293K
JWCA
248
J.W. Cole Advisors
Florida
$288K
AQR Capital Management
249
AQR Capital Management
Connecticut
$275K
AO
250
Advisor OS
Illinois
$273K