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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 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
326
Crews Bank & Trust
Florida
$25.5K
FRA
327
Front Row Advisors
California
$25.5K
PGAM
328
Princeton Global Asset Management
New Jersey
$25.1K -$3.17K -36 -11%
NS
329
NBC Securities
Alabama
$23.6K +$88 +1 +0.4%
KFI
330
Key Financial Inc
Pennsylvania
$23.3K
FCT
331
Family Capital Trust
Massachusetts
$22.9K -$1.06K -12 -4%
CT
332
Caldwell Trust
Florida
$21.7K
MAFA
333
MJT & Associates Financial Advisory
Minnesota
$21.2K
BL
334
BFSG LLC
California
$19K
NSIM
335
North Star Investment Management
Illinois
$18.7K
TCM
336
TD Capital Management
Tennessee
$18.7K +$88 +1 +0.5%
CFP
337
Comprehensive Financial Planning
Pennsylvania
$18.4K +$19K +216 New
CTWM
338
Cherry Tree Wealth Management
Minnesota
$17.8K
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$15.5K
OCWP
340
Owl Creek Wealth Partners
Colorado
$15.5K +$16K +182 New
TWM
341
TopTier Wealth Management
Wisconsin
$14.9K +$15.4K +175 New
EWA
342
EverSource Wealth Advisors
Alabama
$14.2K +$7.32K +83 +100%
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$13.5K
DF
344
DecisionPoint Financial
Arizona
$13.2K +$13.7K +155 New
Allspring Global Investments
345
Allspring Global Investments
North Carolina
$13.2K
Russell Investments Group
346
Russell Investments Group
United Kingdom
$12.9K -$3.88K -44 -23%
AF
347
Abound Financial
California
$12.3K
VCM
348
Versant Capital Management
Arizona
$12K -$16.9K -192 -58%
VNA
349
Valley National Advisers
Pennsylvania
$12K
HFS
350
Hughes Financial Services
Virginia
$11K