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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
UFAC
251
Urban Financial Advisory Corp
Illinois
$231K
HI
252
Harbour Investments
Wisconsin
$227K
CAGAS
253
Capital Advisory Group Advisory Services
Minnesota
$226K
SG
254
StoneX Group
New York
$225K
CIAS
255
Capital Investment Advisory Services
North Carolina
$223K
WWM
256
Western Wealth Management
Colorado
$222K
VW
257
Vance Wealth
California
$221K
William Blair & Company
258
William Blair & Company
Illinois
$220K
AAS
259
Annex Advisory Services
Wisconsin
$220K
FIA
260
Foundations Investment Advisors
Arizona
$219K
RWM
261
Rockwood Wealth Management
Pennsylvania
$219K
DWM
262
Drive Wealth Management
Utah
$219K
GAB
263
German American Bancorp
Indiana
$214K
AP
264
Appleton Partners
Massachusetts
$212K
BAS
265
Breakthru Advisory Services
Wisconsin
$212K
DS
266
DRW Securities
Illinois
$211K
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$206K
PP
268
PDS Planning
Ohio
$206K
NA
269
Note Advisors
New York
$205K
ST
270
Somerset Trust
Pennsylvania
$205K
M&T Bank
271
M&T Bank
New York
$202K
CWS
272
Cypress Wealth Services
California
$201K
PTC
273
Private Trust Company
Ohio
$194K
TCM
274
Tradewinds Capital Management
Washington
$192K
DFA
275
DHJJ Financial Advisors
Illinois
$191K