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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
IWC
251
Integrated Wealth Concepts
Massachusetts
$301K
SDWMA
252
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K
MCM
253
MidAtlantic Capital Management
Virginia
$288K
JGCM
254
Joseph Group Capital Management
Ohio
$286K
SEIA
255
Signature Estate & Investment Advisors
California
$285K
WAG
256
Wallace Advisory Group
California
$283K
GA
257
Goldstein Advisors
Wisconsin
$277K
BI
258
Breachway Investments
Rhode Island
$275K
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$273K
PA
260
Persium Advisors
Georgia
$270K
BFA
261
Beaumont Financial Advisors
Massachusetts
$262K
WI
262
WrapManager Inc
California
$262K
DC
263
Destiny Capital
Colorado
$261K
QWM
264
Quadcap Wealth Management
Texas
$258K
KPWM
265
KDK Private Wealth Management
Texas
$255K
AWA
266
Arkadios Wealth Advisors
Georgia
$254K
OKSA
267
O'Keefe Stevens Advisory
New York
$249K
SIAS
268
Summit Investment Advisory Services
Minnesota
$247K
UFAC
269
Urban Financial Advisory Corp
Illinois
$243K
AAS
270
Ameritas Advisory Services
Nebraska
$243K
CWM
271
Cornerstone Wealth Management
Missouri
$240K
WWM
272
Western Wealth Management
Colorado
$236K
CFG
273
Certior Financial Group
Pennsylvania
$230K
DWM
274
Diversify Wealth Management
Utah
$229K
CIAS
275
Capital Investment Advisory Services
North Carolina
$228K