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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
&Partners
Tennessee
$271K
QWM
252
Quadcap Wealth Management
Texas
$266K
AWA
253
Alta Wealth Advisors
Massachusetts
$264K
BC
254
Burney Company
Virginia
$263K
MSAM
255
Moloney Securities Asset Management
Missouri
$263K
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$262K
CFG
257
Certior Financial Group
Pennsylvania
$254K
KPWM
258
KDK Private Wealth Management
Texas
$252K
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$250K
PTC
260
Private Trust Company
Ohio
$249K
BFA
261
Beaumont Financial Advisors
Massachusetts
$246K
William Blair & Company
262
William Blair & Company
Illinois
$245K
PA
263
Persium Advisors
Georgia
$245K
SIAS
264
Summit Investment Advisory Services
Minnesota
$243K
NAM
265
NTV Asset Management
West Virginia
$238K
EFS
266
Essex Financial Services
Connecticut
$238K
DC
267
Destiny Capital
Colorado
$236K
CWS
268
Cypress Wealth Services
California
$235K
CWM
269
Cornerstone Wealth Management
Missouri
$231K
CTC
270
Central Trust Company
Missouri
$230K
MWA
271
Motive Wealth Advisors
Michigan
$224K
RWA
272
Redhawk Wealth Advisors
Minnesota
$221K
GAB
273
German American Bancorp
Indiana
$218K
RWM
274
Rockwood Wealth Management
Pennsylvania
$214K
EFG
275
Embree Financial Group
Illinois
$213K