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State Street SPDR S&P 400 Mid Cap Value ETF

357 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, 155 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: 155

Holders
357
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
PB
301
Pinnacle Bancorp
Nebraska
$44.2K
GJIA
302
Glass Jacobson Investment Advisors
Maryland
$42.9K
JWA
303
JFS Wealth Advisors
Pennsylvania
$40.1K
AssetMark Inc
304
AssetMark Inc
California
$39K
MEG
305
Millstone Evans Group
Colorado
$37.7K
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$37.7K
PS
307
Principal Securities
Iowa
$30.7K
MAFA
308
MJT & Associates Financial Advisory
Minnesota
$29.4K
VCM
309
Versant Capital Management
Arizona
$27.8K
CJ
310
Caitlin John
Michigan
$27.5K
PGAM
311
Princeton Global Asset Management
New Jersey
$27.4K
CWM
312
Copia Wealth Management
Oregon
$25.9K
FRA
313
Front Row Advisors
California
$25K
CBT
314
Crews Bank & Trust
Florida
$25K
FCT
315
Family Capital Trust
Massachusetts
$23.4K
NS
316
NBC Securities
Alabama
$23K
KFI
317
Key Financial Inc
Pennsylvania
$23K
AF
318
Advisornet Financial
Minnesota
$22.7K
BL
319
BFSG LLC
California
$18.6K
TCM
320
TD Capital Management
Tennessee
$18.2K
VNA
321
Valley National Advisers
Pennsylvania
$18K
FFWM
322
Future Financial Wealth Management
Ohio
$17.5K
CTWM
323
Cherry Tree Wealth Management
Minnesota
$17.4K
NEWAS
324
N.E.W. Advisory Services
Wisconsin
$13.2K
Allspring Global Investments
325
Allspring Global Investments
North Carolina
$12.9K