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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
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
FWP
226
Falcon Wealth Planning
California
$369K
FF
227
Friday Financial
Iowa
$362K
Bank of New York Mellon
228
Bank of New York Mellon
New York
$362K
AAS
229
Ameritas Advisory Services
Nebraska
$360K
AC
230
Avant Capital
Louisiana
$359K
AL
231
ACAS LLC
California
$356K
AWA
232
Acorn Wealth Advisors
Michigan
$352K
RIM
233
Redwood Investment Management
Arizona
$346K
AR
234
Apeiron RIA
Texas
$342K
OBWG
235
Onyx Bridge Wealth Group
New York
$339K
CWA
236
Centennial Wealth Advisory
Michigan
$337K
Brown Advisory
237
Brown Advisory
Maryland
$336K
WAG
238
Wallace Advisory Group
California
$327K
MWPCG
239
Measured Wealth Private Client Group
New Hampshire
$316K
RCAG
240
Rehmann Capital Advisory Group
Michigan
$316K
IWA
241
Inspirion Wealth Advisors
Illinois
$314K
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$303K
CA
243
Centerpoint Advisors
Massachusetts
$300K
DWM
244
Drive Wealth Management
Utah
$283K
KPWS
245
Kestra Private Wealth Services
Texas
$283K
TRCT
246
Tower Research Capital (TRC)
New York
$281K
GWM
247
Gibbs Wealth Management
Georgia
$276K
QWM
248
Quadcap Wealth Management
Texas
$275K
GS
249
GTS Securities
New York
$273K
SDWMA
250
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K