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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
MCM
251
MidAtlantic Capital Management
Virginia
$288K
JGCM
252
Joseph Group Capital Management
Ohio
$286K
SEIA
253
Signature Estate & Investment Advisors
California
$285K
WAG
254
Wallace Advisory Group
California
$283K
GA
255
Goldstein Advisors
Wisconsin
$277K
BI
256
Breachway Investments
Rhode Island
$275K
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$273K
PA
258
Persium Advisors
Georgia
$270K
BFA
259
Beaumont Financial Advisors
Massachusetts
$262K
WI
260
WrapManager Inc
California
$262K
DC
261
Destiny Capital
Colorado
$261K
QWM
262
Quadcap Wealth Management
Texas
$258K
KPWM
263
KDK Private Wealth Management
Texas
$255K
AWA
264
Arkadios Wealth Advisors
Georgia
$254K
OKSA
265
O'Keefe Stevens Advisory
New York
$249K
SIAS
266
Summit Investment Advisory Services
Minnesota
$247K
UFAC
267
Urban Financial Advisory Corp
Illinois
$243K
AAS
268
Ameritas Advisory Services
Nebraska
$243K
CWM
269
Cornerstone Wealth Management
Missouri
$240K
WWM
270
Western Wealth Management
Colorado
$236K
CFG
271
Certior Financial Group
Pennsylvania
$230K
DWM
272
Diversify Wealth Management
Utah
$229K
CIAS
273
Capital Investment Advisory Services
North Carolina
$228K
RWA
274
Redhawk Wealth Advisors
Minnesota
$227K
CP
275
Cornerstone Planning
North Carolina
$227K