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State Street SPDR S&P 400 Mid Cap Value ETF

378 hedge funds and large institutions have $1.88B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
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
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
251
Joseph Group Capital Management
Ohio
$286K
GA
252
Goldstein Advisors
Wisconsin
$275K
BI
253
Breachway Investments
Rhode Island
$272K
RPGK
254
Retirement Planning Group (Kansas)
Kansas
$271K
PA
255
Persium Advisors
Georgia
$269K
DC
256
Destiny Capital
Colorado
$262K
BFA
257
Beaumont Financial Advisors
Massachusetts
$261K
AAS
258
Ameritas Advisory Services
Nebraska
$260K
KPWM
259
KDK Private Wealth Management
Texas
$259K
SCA
260
Snowden Capital Advisors
New York
$252K
GWM
261
Gibbs Wealth Management
Georgia
$251K
AWA
262
Alta Wealth Advisors
Massachusetts
$250K
SIAS
263
Summit Investment Advisory Services
Minnesota
$249K
CFG
264
Certior Financial Group
Pennsylvania
$245K
PIA
265
Perennial Investment Advisors
California
$243K
CWM
266
Cornerstone Wealth Management
Missouri
$240K
WWM
267
Western Wealth Management
Colorado
$236K
UFAC
268
Urban Financial Advisory Corp
Illinois
$235K
SG
269
StoneX Group
New York
$229K
RWA
270
Redhawk Wealth Advisors
Minnesota
$228K
CIAS
271
Capital Investment Advisory Services
North Carolina
$227K
CP
272
Cornerstone Planning
North Carolina
$225K
VW
273
Vance Wealth
California
$225K
Cerity Partners
274
Cerity Partners
New York
$222K
William Blair & Company
275
William Blair & Company
Illinois
$221K