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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 28 funds opening new positions, 122 increasing their positions, 154 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.27% less ownership

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

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
RWA
276
Redhawk Wealth Advisors
Minnesota
$227K
CP
277
Cornerstone Planning
North Carolina
$227K
DM
278
Diversified Management
Wisconsin
$220K
GAB
279
German American Bancorp
Indiana
$219K
SG
280
StoneX Group
New York
$216K
BAS
281
Breakthru Advisory Services
Wisconsin
$216K
IAIM
282
International Assets Investment Management
Florida
$212K
PP
283
PDS Planning
Ohio
$211K
PIA
284
Perennial Investment Advisors
California
$209K
VW
285
Vance Wealth
California
$207K
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$206K
M&T Bank
287
M&T Bank
New York
$206K
ST
288
Somerset Trust
Pennsylvania
$205K
NA
289
Note Advisors
New York
$205K
Corient Private Wealth
290
Corient Private Wealth
Florida
$204K
CTC
291
Central Trust Company
Missouri
$199K
TCM
292
Tradewinds Capital Management
Washington
$196K
DFA
293
DHJJ Financial Advisors
Illinois
$195K
PTC
294
Private Trust Company
Ohio
$189K
BCWM
295
Bartlett & Co Wealth Management
Ohio
$188K
HNB
296
Huntington National Bank
Ohio
$186K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$162K
WETS
298
Wealth Enhancement Trust Services
South Dakota
$145K
SAM
299
Smartleaf Asset Management
Massachusetts
$140K
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$127K