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State Street SPDR S&P 400 Mid Cap Value ETF

359 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

32% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 156

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CWS
276
Cypress Wealth Services
California
$201K
PTC
277
Private Trust Company
Ohio
$194K
TCM
278
Tradewinds Capital Management
Washington
$192K
DFA
279
DHJJ Financial Advisors
Illinois
$191K
S
280
Sachetta
Massachusetts
$174K
HNB
281
Huntington National Bank
Ohio
$167K
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$145K
SAM
283
Smartleaf Asset Management
Massachusetts
$140K
BCWM
284
Bartlett & Co Wealth Management
Ohio
$127K
ASN
285
Advisory Services Network
Georgia
$119K
CIA
286
Cape Investment Advisory
Georgia
$114K
LBC
287
Lowe Brockenbrough & Co
Virginia
$92.3K
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$90.5K
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$85.1K
TVWM
290
Tower View Wealth Management
Wisconsin
$81.7K
NWM
291
Nova Wealth Management
Florida
$74.1K
AG
292
AmeriFlex Group
Nevada
$72.6K
CFS
293
Compass Financial Services
Iowa
$68.1K
CFD
294
Creative Financial Designs
Indiana
$63.4K
AP
295
Atwood & Palmer
Missouri
$61.5K
ST
296
Smithfield Trust
Pennsylvania
$58K
US Bancorp
297
US Bancorp
Minnesota
$53.6K
JGIA
298
Jackson Grant Investment Advisers
Connecticut
$52.6K
CA
299
CoreCap Advisors
Michigan
$51K
UB
300
UMB Bank
Missouri
$48.3K