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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
326
Glass Jacobson Investment Advisors
Maryland
$21K
NS
327
NBC Securities
Alabama
$21K
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$18.2K
BL
329
BFSG LLC
California
$17.7K
TCM
330
TD Capital Management
Tennessee
$17.2K
FFWM
331
Future Financial Wealth Management
Ohio
$16.7K
CTWM
332
Cherry Tree Wealth Management
Minnesota
$16.6K
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K
SC
334
SouthState Corp
Florida
$14.3K
CT
335
Clearstead Trust
Maine
$14.1K
NEWAS
336
N.E.W. Advisory Services
Wisconsin
$12.6K
Allspring Global Investments
337
Allspring Global Investments
North Carolina
$12.5K
SC
338
Stephens Consulting
Michigan
$12.1K
VNA
339
Valley National Advisers
Pennsylvania
$12K
FFA
340
Frazier Financial Advisors
Ohio
$11.2K
HFS
341
Hughes Financial Services
Virginia
$10.3K
TIM
342
Thompson Investment Management
Wisconsin
$9.93K
T
343
Tidemark
California
$9.61K
GWSG
344
GPS Wealth Strategies Group
Colorado
$9.51K
ETC
345
Exchange Traded Concepts
Oklahoma
$9.37K
AAP
346
Arax Advisory Partners
Colorado
$9.08K
Russell Investments Group
347
Russell Investments Group
United Kingdom
$8.42K
RIA
348
Realta Investment Advisors
Delaware
$8.1K
PWA
349
Provenance Wealth Advisors
Florida
$7.94K
AA
350
Ancora Advisors
Ohio
$7.94K