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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UFAC
276
Urban Financial Advisory Corp
Illinois
$211K
VW
277
Vance Wealth
California
$211K
AWM
278
Aviso Wealth Management
Washington
$211K
GA
279
Goldstein Advisors
Wisconsin
$208K
HI
280
Harbour Investments
Wisconsin
$208K
KPWS
281
Kestra Private Wealth Services
Texas
$205K
AP
282
Appleton Partners
Massachusetts
$204K
AFG
283
ABLE Financial Group
Arizona
$203K
ST
284
Somerset Trust
Pennsylvania
$202K
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$182K
DFA
286
DHJJ Financial Advisors
Illinois
$176K
TCM
287
Tradewinds Capital Management
Washington
$176K
S
288
Sachetta
Massachusetts
$160K
HNB
289
Huntington National Bank
Ohio
$154K
IHWM
290
Iron Horse Wealth Management
Iowa
$145K
SPIA
291
Steward Partners Investment Advisory
New York
$130K
BCWM
292
Bartlett & Co Wealth Management
Ohio
$117K
PB
293
Pinnacle Bancorp
Nebraska
$116K
BA
294
Bellwether Advisors
Nebraska
$91.1K
SAM
295
Smartleaf Asset Management
Massachusetts
$79.8K
UB
296
UMB Bank
Missouri
$75.4K
TVWM
297
Tower View Wealth Management
Wisconsin
$74.7K
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$65.6K
AF
299
Advisornet Financial
Minnesota
$63K
CFS
300
Compass Financial Services
Iowa
$63K