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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MWA
226
Motive Wealth Advisors
Michigan
$371K
CCM
227
Condor Capital Management
New Jersey
$369K
FWP
228
Falcon Wealth Planning
California
$369K
FF
229
Friday Financial
Iowa
$362K
Bank of New York Mellon
230
Bank of New York Mellon
New York
$362K
AAS
231
Ameritas Advisory Services
Nebraska
$360K
AC
232
Avant Capital
Louisiana
$359K
AL
233
ACAS LLC
California
$356K
AWA
234
Acorn Wealth Advisors
Michigan
$352K
RIM
235
Redwood Investment Management
Arizona
$346K
AR
236
Apeiron RIA
Texas
$342K
OBWG
237
Onyx Bridge Wealth Group
New York
$339K
CWA
238
Centennial Wealth Advisory
Michigan
$337K
Brown Advisory
239
Brown Advisory
Maryland
$336K
WAG
240
Wallace Advisory Group
California
$327K
MWPCG
241
Measured Wealth Private Client Group
New Hampshire
$316K
RCAG
242
Rehmann Capital Advisory Group
Michigan
$316K
IWA
243
Inspirion Wealth Advisors
Illinois
$314K
CAGAS
244
Capital Advisory Group Advisory Services
Minnesota
$303K
CA
245
Centerpoint Advisors
Massachusetts
$300K
DWM
246
Drive Wealth Management
Utah
$283K
KPWS
247
Kestra Private Wealth Services
Texas
$283K
TRCT
248
Tower Research Capital (TRC)
New York
$281K
GWM
249
Gibbs Wealth Management
Georgia
$276K
QWM
250
Quadcap Wealth Management
Texas
$275K