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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
VNA
351
Valley National Advisers
Pennsylvania
$5K
CA
352
Crewe Advisors
Utah
$4.86K
CAWM
353
Capital A Wealth Management
Pennsylvania
$4.7K
FIM
354
FWL Investment Management
Texas
$3.44K
LWMI
355
Legacy Wealth Management (Idaho)
Idaho
$3.08K
Simplex Trading
356
Simplex Trading
Illinois
$3K
CMA
357
Cedar Mountain Advisors
Oregon
$2K
CAM
358
Costello Asset Management
Pennsylvania
$1.96K
AG
359
AmeriFlex Group
Nevada
$1.93K
AIC
360
Archer Investment Corporation
Indiana
$1.77K
WSFS
361
Wilmington Savings Fund Society
Delaware
$1.62K
CA
362
Continuum Advisory
Idaho
$1.08K
CCM
363
Coldstream Capital Management
Washington
$713
Citigroup
364
Citigroup
New York
$693
TF
365
Tompkins Financial
New York
$308
BTI
366
Blue Trust Inc
Georgia
$308
BNP Paribas Financial Markets
367
BNP Paribas Financial Markets
France
$154
SIS
368
Sound Income Strategies
Florida
$77
PWM
369
Provident Wealth Management
Tennessee
$77
JCM
370
Jacobi Capital Management
Pennsylvania
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
SWP
372
Stratos Wealth Partners
Ohio
CWA
373
Clarus Wealth Advisors
Arizona
NAM
374
NorthCrest Asset Manangement
Minnesota
Cerity Partners
375
Cerity Partners
New York