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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 154 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
KFP
226
KMG Fiduciary Partners
Ohio
$413K
VAG
227
VisionPoint Advisory Group
Texas
$412K
CWA
228
Centennial Wealth Advisory
Michigan
$406K
TW
229
Tempo Wealth
Ohio
$398K
TVPW
230
Third View Private Wealth
Connecticut
$391K
LWM
231
LongView Wealth Management
Georgia
$386K
AC
232
Avant Capital
Louisiana
$371K
FWP
233
Falcon Wealth Planning
California
$361K
AWA
234
Acorn Wealth Advisors
Michigan
$360K
TAP
235
Tounjian Advisory Partners
Florida
$358K
KW
236
KWB Wealth
California
$349K
MWPCG
237
Measured Wealth Private Client Group
New Hampshire
$348K
PMG
238
ProVise Management Group
Florida
$347K
RCAG
239
Rehmann Capital Advisory Group
Michigan
$342K
OFS
240
OneAscent Financial Services
Alabama
$342K
AR
241
Apeiron RIA
Texas
$337K
William Blair & Company
242
William Blair & Company
Illinois
$336K
IWA
243
Inspirion Wealth Advisors
Illinois
$335K
SM
244
Sensible Money
Arizona
$329K
P
245
&Partners
Tennessee
$324K
CCM
246
Condor Capital Management
New Jersey
$323K
MWM
247
Mission Wealth Management
California
$321K
CSW
248
Cogent Strategic Wealth
Illinois
$317K
CA
249
Centerpoint Advisors
Massachusetts
$310K
SCA
250
Snowden Capital Advisors
New York
$307K