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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B 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, 153 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: 153

Holders
372
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
AA
351
Ancora Advisors
Ohio
$8.52K
PWA
352
Provenance Wealth Advisors
Florida
$8.52K
HR
353
Howe & Rusling
New York
$7.92K
Q1WB
354
Quest 10 Wealth Builders
Virginia
$7.92K
RFG
355
REAP Financial Group
Texas
$6.36K
FIM
356
FWL Investment Management
Texas
$3.8K
FCT
357
First Community Trust
Iowa
$3.49K
RFP
358
Root Financial Partners
California
$3.49K
LWMI
359
Legacy Wealth Management (Idaho)
Idaho
$3.41K
VWM
360
Vermillion Wealth Management
Minnesota
$3.32K
MCM
361
Manchester Capital Management
Vermont
$2.38K
CMA
362
Cedar Mountain Advisors
Oregon
$2.21K
CAM
363
Costello Asset Management
Pennsylvania
$2.21K
WSFS
364
Wilmington Savings Fund Society
Delaware
$1.79K
KCM
365
Key Capital Management
Tennessee
$1.7K
SA
366
Scarborough Advisors
Maryland
$1.29K
TRCT
367
Tower Research Capital (TRC)
New York
$170
Citigroup
368
Citigroup
New York
$170
SIS
369
Sound Income Strategies
Florida
$86
RF
370
Rossby Financial
Florida
$86
BWL
371
Bogart Wealth LLC
Virginia
$85
PWM
372
Provident Wealth Management
Tennessee
$85
RCM
373
Raleigh Capital Management
North Carolina
$78
IWM
374
IHT Wealth Management
Illinois
M1FG
375
Mach-1 Financial Group
Arkansas