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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 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
276
Redhawk Wealth Advisors
Minnesota
$227K -$2.03K -23 -0.9%
CP
277
Cornerstone Planning
North Carolina
$227K
DM
278
Diversified Management
Wisconsin
$220K +$176 +2 +0.1%
GAB
279
German American Bancorp
Indiana
$219K
SG
280
StoneX Group
New York
$216K -$14.1K -160 -6%
BAS
281
Breakthru Advisory Services
Wisconsin
$216K
IAIM
282
International Assets Investment Management
Florida
$212K
PP
283
PDS Planning
Ohio
$211K +$264 +3 +0.1%
PIA
284
Perennial Investment Advisors
California
$209K -$36.8K -417 -15%
VW
285
Vance Wealth
California
$207K -$19.7K -224 -8%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$206K +$213K +2,420 New
M&T Bank
287
M&T Bank
New York
$206K
ST
288
Somerset Trust
Pennsylvania
$205K -$3K -34 -1%
NA
289
Note Advisors
New York
$205K
Corient Private Wealth
290
Corient Private Wealth
Florida
$204K +$211K +2,398 New
CTC
291
Central Trust Company
Missouri
$199K
TCM
292
Tradewinds Capital Management
Washington
$196K +$882 +10 +0.4%
DFA
293
DHJJ Financial Advisors
Illinois
$195K
PTC
294
Private Trust Company
Ohio
$189K -$9.61K -109 -5%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$188K +$48.8K +554 +36%
HNB
296
Huntington National Bank
Ohio
$186K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$162K +$13.7K +155 +9%
WETS
298
Wealth Enhancement Trust Services
South Dakota
$145K -$16.7K -189 -10%
SAM
299
Smartleaf Asset Management
Massachusetts
$140K
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$127K +$20.5K +233 +18%