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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
HR
351
Howe & Rusling
New York
$7.39K
EWA
352
EverSource Wealth Advisors
Alabama
$6.59K
SA
353
Scarborough Advisors
Maryland
$6.1K
CA
354
Crewe Advisors
Utah
$5K
HWP
355
Highline Wealth Partners
California
$4.53K
FIM
356
FWL Investment Management
Texas
$3.54K
FCT
357
First Community Trust
Iowa
$3.26K
LWMI
358
Legacy Wealth Management (Idaho)
Idaho
$3.18K
LIS
359
Legacy Investment Solutions
Idaho
$3.18K
SWM
360
Spire Wealth Management
Virginia
$2.78K
RCM
361
Raleigh Capital Management
North Carolina
$2.56K
MCM
362
Manchester Capital Management
Vermont
$2.23K
CMA
363
Cedar Mountain Advisors
Oregon
$2.06K
CAM
364
Costello Asset Management
Pennsylvania
$2.04K
AIC
365
Archer Investment Corporation
Indiana
$1.83K
WSFS
366
Wilmington Savings Fund Society
Delaware
$1.67K
AG
367
AmeriFlex Group
Nevada
$1.27K
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$1.03K
TF
369
Tompkins Financial
New York
$318
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$239
Citigroup
371
Citigroup
New York
$79
PWM
372
Provident Wealth Management
Tennessee
$79
SIS
373
Sound Income Strategies
Florida
$79
BWL
374
Bogart Wealth LLC
Virginia
$79
CCMG
375
Clark Capital Management Group
Pennsylvania