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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
326
GPS Wealth Strategies Group
Colorado
$17.9K
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$17.6K
MCM
328
Manchester Capital Management
Vermont
$17.6K
BL
329
BFSG LLC
California
$17.2K
TCM
330
TD Capital Management
Tennessee
$16.6K
FFWM
331
Future Financial Wealth Management
Ohio
$16.2K
CTWM
332
Cherry Tree Wealth Management
Minnesota
$16.1K
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K
SC
334
SouthState Corp
Florida
$13.9K
CT
335
Clearstead Trust
Maine
$13.6K
NWM
336
Nova Wealth Management
Florida
$12.9K
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$12.2K
Allspring Global Investments
338
Allspring Global Investments
North Carolina
$12K
SC
339
Stephens Consulting
Michigan
$11.7K
AF
340
Abound Financial
California
$11.2K
SS
341
Sunbelt Securities
Texas
$10.6K
HFS
342
Hughes Financial Services
Virginia
$9.96K
Russell Investments Group
343
Russell Investments Group
United Kingdom
$9.79K
TIM
344
Thompson Investment Management
Wisconsin
$9.63K
AAP
345
Arax Advisory Partners
Colorado
$8.77K
RIA
346
Realta Investment Advisors
Delaware
$7.86K
AA
347
Ancora Advisors
Ohio
$7.71K
PWA
348
Provenance Wealth Advisors
Florida
$7.71K
HR
349
Howe & Rusling
New York
$7.17K
EWA
350
EverSource Wealth Advisors
Alabama
$6.39K