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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Centennial Wealth Advisory
Michigan
$406K
TW
227
Tempo Wealth
Ohio
$398K
TVPW
228
Third View Private Wealth
Connecticut
$391K
LWM
229
LongView Wealth Management
Georgia
$386K
AC
230
Avant Capital
Louisiana
$371K
FWP
231
Falcon Wealth Planning
California
$361K
AWA
232
Acorn Wealth Advisors
Michigan
$360K
TAP
233
Tounjian Advisory Partners
Florida
$358K
KW
234
KWB Wealth
California
$349K
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$348K
PMG
236
ProVise Management Group
Florida
$347K
RCAG
237
Rehmann Capital Advisory Group
Michigan
$342K
OFS
238
OneAscent Financial Services
Alabama
$342K
AR
239
Apeiron RIA
Texas
$337K
William Blair & Company
240
William Blair & Company
Illinois
$336K
IWA
241
Inspirion Wealth Advisors
Illinois
$335K
SM
242
Sensible Money
Arizona
$329K
P
243
&Partners
Tennessee
$324K
CCM
244
Condor Capital Management
New Jersey
$323K
MWM
245
Mission Wealth Management
California
$321K
CSW
246
Cogent Strategic Wealth
Illinois
$317K
CA
247
Centerpoint Advisors
Massachusetts
$310K
SCA
248
Snowden Capital Advisors
New York
$307K
IWC
249
Integrated Wealth Concepts
Massachusetts
$301K
SDWMA
250
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K