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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
TIM
351
Thompson Investment Management
Wisconsin
$10.6K
T
352
Tidemark
California
$10.3K
AAP
353
Arax Advisory Partners
Colorado
$9.87K
AA
354
Ancora Advisors
Ohio
$8.52K
PWA
355
Provenance Wealth Advisors
Florida
$8.52K
HR
356
Howe & Rusling
New York
$7.92K
Q1WB
357
Quest 10 Wealth Builders
Virginia
$7.92K
RFG
358
REAP Financial Group
Texas
$6.36K
RF
359
Robinswood Financial
Washington
$4.86K
FIM
360
FWL Investment Management
Texas
$3.8K
FCT
361
First Community Trust
Iowa
$3.49K
RFP
362
Root Financial Partners
California
$3.49K
LWMI
363
Legacy Wealth Management (Idaho)
Idaho
$3.41K
VWM
364
Vermillion Wealth Management
Minnesota
$3.32K
MCM
365
Manchester Capital Management
Vermont
$2.38K
CMA
366
Cedar Mountain Advisors
Oregon
$2.21K
CAM
367
Costello Asset Management
Pennsylvania
$2.21K
WSFS
368
Wilmington Savings Fund Society
Delaware
$1.79K
KCM
369
Key Capital Management
Tennessee
$1.7K
SA
370
Scarborough Advisors
Maryland
$1.29K
TRCT
371
Tower Research Capital (TRC)
New York
$170
Citigroup
372
Citigroup
New York
$170
RF
373
Rossby Financial
Florida
$86
SIS
374
Sound Income Strategies
Florida
$86
BWL
375
Bogart Wealth LLC
Virginia
$85