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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
AAP
351
Arax Advisory Partners
Colorado
$9.87K
AA
352
Ancora Advisors
Ohio
$8.52K
PWA
353
Provenance Wealth Advisors
Florida
$8.52K
HR
354
Howe & Rusling
New York
$7.92K
Q1WB
355
Quest 10 Wealth Builders
Virginia
$7.92K
RFG
356
REAP Financial Group
Texas
$6.36K
FIM
357
FWL Investment Management
Texas
$3.8K
FCT
358
First Community Trust
Iowa
$3.49K
RFP
359
Root Financial Partners
California
$3.49K
LWMI
360
Legacy Wealth Management (Idaho)
Idaho
$3.41K
VWM
361
Vermillion Wealth Management
Minnesota
$3.32K
MCM
362
Manchester Capital Management
Vermont
$2.38K
CMA
363
Cedar Mountain Advisors
Oregon
$2.21K
CAM
364
Costello Asset Management
Pennsylvania
$2.21K
WSFS
365
Wilmington Savings Fund Society
Delaware
$1.79K
KCM
366
Key Capital Management
Tennessee
$1.7K
SA
367
Scarborough Advisors
Maryland
$1.29K
TRCT
368
Tower Research Capital (TRC)
New York
$170
Citigroup
369
Citigroup
New York
$170
SIS
370
Sound Income Strategies
Florida
$86
RF
371
Rossby Financial
Florida
$86
BWL
372
Bogart Wealth LLC
Virginia
$85
PWM
373
Provident Wealth Management
Tennessee
$85
RCM
374
Raleigh Capital Management
North Carolina
$78
IWM
375
IHT Wealth Management
Illinois