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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
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
AWA
251
Alta Wealth Advisors
Massachusetts
$269K
PCA
252
Prosperity Capital Advisors
Ohio
$268K
IWC
253
Integrated Wealth Concepts
Massachusetts
$267K
GA
254
Goldstein Advisors
Wisconsin
$258K
KPWM
255
KDK Private Wealth Management
Texas
$258K
RPGK
256
Retirement Planning Group (Kansas)
Kansas
$255K
PA
257
Persium Advisors
Georgia
$252K
CWM
258
Cornerstone Wealth Management
Missouri
$252K
DC
259
Destiny Capital
Colorado
$246K
CFG
260
Certior Financial Group
Pennsylvania
$246K
NAM
261
NTV Asset Management
West Virginia
$246K
M&T Bank
262
M&T Bank
New York
$245K
BFA
263
Beaumont Financial Advisors
Massachusetts
$245K
CTC
264
Central Trust Company
Missouri
$237K
SG
265
StoneX Group
New York
$236K
RWA
266
Redhawk Wealth Advisors
Minnesota
$229K
William Blair & Company
267
William Blair & Company
Illinois
$229K
UFAC
268
Urban Financial Advisory Corp
Illinois
$219K
VW
269
Vance Wealth
California
$218K
HI
270
Harbour Investments
Wisconsin
$216K
CWS
271
Cypress Wealth Services
California
$215K
AWM
272
Aviso Wealth Management
Washington
$215K
CIAS
273
Capital Investment Advisory Services
North Carolina
$213K
MFWP
274
Mosaic Family Wealth Partners
Missouri
$212K
WWM
275
Western Wealth Management
Colorado
$211K