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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
DM
276
Diversified Management
Wisconsin
$220K
GAB
277
German American Bancorp
Indiana
$219K
SG
278
StoneX Group
New York
$216K
BAS
279
Breakthru Advisory Services
Wisconsin
$216K
IAIM
280
International Assets Investment Management
Florida
$212K
PP
281
PDS Planning
Ohio
$211K
PIA
282
Perennial Investment Advisors
California
$209K
VW
283
Vance Wealth
California
$207K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$206K
M&T Bank
285
M&T Bank
New York
$206K
ST
286
Somerset Trust
Pennsylvania
$205K
NA
287
Note Advisors
New York
$205K
Corient Private Wealth
288
Corient Private Wealth
Florida
$204K
CTC
289
Central Trust Company
Missouri
$199K
TCM
290
Tradewinds Capital Management
Washington
$196K
DFA
291
DHJJ Financial Advisors
Illinois
$195K
PTC
292
Private Trust Company
Ohio
$189K
BCWM
293
Bartlett & Co Wealth Management
Ohio
$188K
HNB
294
Huntington National Bank
Ohio
$186K
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$162K
WETS
296
Wealth Enhancement Trust Services
South Dakota
$145K
SAM
297
Smartleaf Asset Management
Massachusetts
$140K
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$127K
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$118K
AF
300
Advisornet Financial
Minnesota
$118K