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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
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$118K
AF
302
Advisornet Financial
Minnesota
$118K
LBC
303
Lowe Brockenbrough & Co
Virginia
$94.2K
NWM
304
Nova Wealth Management
Florida
$94K
CFD
305
Creative Financial Designs
Indiana
$92.8K
TVWM
306
Tower View Wealth Management
Wisconsin
$84.1K
MCP
307
Miller Capital Partners
Michigan
$65.3K
TF
308
Tompkins Financial
New York
$63.5K
AP
309
Atwood & Palmer
Missouri
$63.3K
ST
310
Smithfield Trust
Pennsylvania
$60K
BWA
311
Basecamp Wealth Advisors
Washington
$55K
JGIA
312
Jackson Grant Investment Advisers
Connecticut
$54.2K
CA
313
CoreCap Advisors
Michigan
$52.1K
US Bancorp
314
US Bancorp
Minnesota
$51.4K
UB
315
UMB Bank
Missouri
$49.3K
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$46K
BA
317
Ballast Advisors
Minnesota
$45.2K
AssetMark Inc
318
AssetMark Inc
California
$45K
JWA
319
JFS Wealth Advisors
Pennsylvania
$41.3K
MEG
320
Millstone Evans Group
Colorado
$38.5K
AG
321
AmeriFlex Group
Nevada
$37K
PB
322
Pinnacle Bancorp
Nebraska
$33.4K
VAI
323
Vanguard Advisers Inc
Pennsylvania
$33.1K
CJ
324
Caitlin John
Michigan
$28.1K
CWM
325
Copia Wealth Management
Oregon
$26.4K