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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
EFG
276
Embree Financial Group
Illinois
$211K
RWM
277
Rockwood Wealth Management
Pennsylvania
$208K
BC
278
Burney Company
Virginia
$205K
GAB
279
German American Bancorp
Indiana
$204K
DS
280
DRW Securities
Illinois
$202K
AP
281
Appleton Partners
Massachusetts
$202K
PTC
282
Private Trust Company
Ohio
$196K
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$187K
TCM
284
Tradewinds Capital Management
Washington
$182K
DFA
285
DHJJ Financial Advisors
Illinois
$181K
S
286
Sachetta
Massachusetts
$165K
HNB
287
Huntington National Bank
Ohio
$159K
SPIA
288
Steward Partners Investment Advisory
New York
$152K
IHWM
289
Iron Horse Wealth Management
Iowa
$149K
SAM
290
Smartleaf Asset Management
Massachusetts
$134K
BCWM
291
Bartlett & Co Wealth Management
Ohio
$121K
BA
292
Bellwether Advisors
Nebraska
$94K
LBC
293
Lowe Brockenbrough & Co
Virginia
$87.8K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$81K
NWM
295
Nova Wealth Management
Florida
$78.6K
TVWM
296
Tower View Wealth Management
Wisconsin
$77.4K
CIA
297
Choate Investment Advisors
Massachusetts
$76.1K
AF
298
Advisornet Financial
Minnesota
$65K
CFS
299
Compass Financial Services
Iowa
$64.9K
PB
300
Pinnacle Bancorp
Nebraska
$62K