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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
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
GS
251
GTS Securities
New York
$273K
SDWMA
252
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K
AWA
253
Alta Wealth Advisors
Massachusetts
$269K
PCA
254
Prosperity Capital Advisors
Ohio
$268K
SIAS
255
Summit Investment Advisory Services
Minnesota
$267K
IWC
256
Integrated Wealth Concepts
Massachusetts
$267K
GA
257
Goldstein Advisors
Wisconsin
$258K
KPWM
258
KDK Private Wealth Management
Texas
$258K
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$255K
PA
260
Persium Advisors
Georgia
$252K
CWM
261
Cornerstone Wealth Management
Missouri
$252K
DC
262
Destiny Capital
Colorado
$246K
CFG
263
Certior Financial Group
Pennsylvania
$246K
NAM
264
NTV Asset Management
West Virginia
$246K
M&T Bank
265
M&T Bank
New York
$245K
BFA
266
Beaumont Financial Advisors
Massachusetts
$245K
CTC
267
Central Trust Company
Missouri
$237K
SG
268
StoneX Group
New York
$236K
RWA
269
Redhawk Wealth Advisors
Minnesota
$229K
William Blair & Company
270
William Blair & Company
Illinois
$229K
UFAC
271
Urban Financial Advisory Corp
Illinois
$219K
VW
272
Vance Wealth
California
$218K
HI
273
Harbour Investments
Wisconsin
$216K
CWS
274
Cypress Wealth Services
California
$215K
AWM
275
Aviso Wealth Management
Washington
$215K