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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
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
CWM
301
Centricity Wealth Management
Ohio
$58.9K
CFD
302
Creative Financial Designs
Indiana
$57.4K
ST
303
Smithfield Trust
Pennsylvania
$56K
CA
304
CoreCap Advisors
Michigan
$54.8K
JGIA
305
Jackson Grant Investment Advisers
Connecticut
$49.8K
UB
306
UMB Bank
Missouri
$46K
CAWM
307
Capital A Wealth Management
Pennsylvania
$45.7K
BA
308
Ballast Advisors
Minnesota
$42.2K
US Bancorp
309
US Bancorp
Minnesota
$41.2K
MAFA
310
MJT & Associates Financial Advisory
Minnesota
$39.6K
JWA
311
JFS Wealth Advisors
Pennsylvania
$38K
MEG
312
Millstone Evans Group
Colorado
$35.9K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$35.9K
PS
314
Principal Securities
Iowa
$33.9K
AssetMark Inc
315
AssetMark Inc
California
$31.5K
VCM
316
Versant Capital Management
Arizona
$26.4K
PGAM
317
Princeton Global Asset Management
New Jersey
$26K
WTFG
318
Wood Tarver Financial Group
Idaho
$26K
SS
319
Sunbelt Securities
Texas
$24.9K
CWM
320
Copia Wealth Management
Oregon
$24.6K
CBT
321
Crews Bank & Trust
Florida
$23.8K
FRA
322
Front Row Advisors
California
$23.8K
FCT
323
Family Capital Trust
Massachusetts
$22.3K
KFI
324
Key Financial Inc
Pennsylvania
$21.8K
BA
325
Bristlecone Advisors
Washington
$21.1K