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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
LBC
301
Lowe Brockenbrough & Co
Virginia
$94.2K
NWM
302
Nova Wealth Management
Florida
$94K
CFD
303
Creative Financial Designs
Indiana
$92.8K
TVWM
304
Tower View Wealth Management
Wisconsin
$84.1K
MCP
305
Miller Capital Partners
Michigan
$65.3K
TF
306
Tompkins Financial
New York
$63.5K
AP
307
Atwood & Palmer
Missouri
$63.3K
ST
308
Smithfield Trust
Pennsylvania
$60K
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$54.2K
CA
310
CoreCap Advisors
Michigan
$52.1K
US Bancorp
311
US Bancorp
Minnesota
$51.4K
UB
312
UMB Bank
Missouri
$49.3K
GJIA
313
Glass Jacobson Investment Advisors
Maryland
$46K
AssetMark Inc
314
AssetMark Inc
California
$45K
BA
315
Ballast Advisors
Minnesota
$45K
JWA
316
JFS Wealth Advisors
Pennsylvania
$41.3K
MEG
317
Millstone Evans Group
Colorado
$38.5K
AG
318
AmeriFlex Group
Nevada
$37K
PB
319
Pinnacle Bancorp
Nebraska
$33.4K
VAI
320
Vanguard Advisers Inc
Pennsylvania
$33.1K
CJ
321
Caitlin John
Michigan
$28.1K
CWM
322
Copia Wealth Management
Oregon
$26.4K
CBT
323
Crews Bank & Trust
Florida
$25.5K
FRA
324
Front Row Advisors
California
$25.5K
PGAM
325
Princeton Global Asset Management
New Jersey
$25.1K