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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.8B 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, 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:

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: 154

Holders
373
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
PGAM
326
Princeton Global Asset Management
New Jersey
$25.1K
NS
327
NBC Securities
Alabama
$23.6K
KFI
328
Key Financial Inc
Pennsylvania
$23.3K
FCT
329
Family Capital Trust
Massachusetts
$22.9K
CT
330
Caldwell Trust
Florida
$21.7K
MAFA
331
MJT & Associates Financial Advisory
Minnesota
$21.2K
BL
332
BFSG LLC
California
$19K
NSIM
333
North Star Investment Management
Illinois
$18.7K
TCM
334
TD Capital Management
Tennessee
$18.7K
CFP
335
Comprehensive Financial Planning
Pennsylvania
$18.4K
CTWM
336
Cherry Tree Wealth Management
Minnesota
$17.8K
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$15.5K
OCWP
338
Owl Creek Wealth Partners
Colorado
$15.5K
TWM
339
TopTier Wealth Management
Wisconsin
$14.9K
EWA
340
EverSource Wealth Advisors
Alabama
$14.2K
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$13.5K
DF
342
DecisionPoint Financial
Arizona
$13.2K
Allspring Global Investments
343
Allspring Global Investments
North Carolina
$13.2K
Russell Investments Group
344
Russell Investments Group
United Kingdom
$12.9K
AF
345
Abound Financial
California
$12.3K
VCM
346
Versant Capital Management
Arizona
$12K
VNA
347
Valley National Advisers
Pennsylvania
$12K
HFS
348
Hughes Financial Services
Virginia
$11K
TIM
349
Thompson Investment Management
Wisconsin
$10.6K
T
350
Tidemark
California
$10.3K