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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
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
AF
301
Advisornet Financial
Minnesota
$65K
CFS
302
Compass Financial Services
Iowa
$64.9K
PB
303
Pinnacle Bancorp
Nebraska
$62K
CWM
304
Centricity Wealth Management
Ohio
$58.9K
CFD
305
Creative Financial Designs
Indiana
$57.4K
ST
306
Smithfield Trust
Pennsylvania
$56K
CA
307
CoreCap Advisors
Michigan
$54.8K
JGIA
308
Jackson Grant Investment Advisers
Connecticut
$49.8K
UB
309
UMB Bank
Missouri
$46K
CAWM
310
Capital A Wealth Management
Pennsylvania
$45.7K
BA
311
Ballast Advisors
Minnesota
$42.2K
US Bancorp
312
US Bancorp
Minnesota
$41.2K
MAFA
313
MJT & Associates Financial Advisory
Minnesota
$39.6K
JWA
314
JFS Wealth Advisors
Pennsylvania
$38K
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$35.9K
MEG
316
Millstone Evans Group
Colorado
$35.9K
PS
317
Principal Securities
Iowa
$33.9K
AssetMark Inc
318
AssetMark Inc
California
$31.5K
VCM
319
Versant Capital Management
Arizona
$26.4K
PGAM
320
Princeton Global Asset Management
New Jersey
$26K
WTFG
321
Wood Tarver Financial Group
Idaho
$26K
SS
322
Sunbelt Securities
Texas
$24.9K
CWM
323
Copia Wealth Management
Oregon
$24.6K
CBT
324
Crews Bank & Trust
Florida
$23.8K
FRA
325
Front Row Advisors
California
$23.8K