We are live on ! Find out more
MDYV icon

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 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

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

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Provident Wealth Management
Tennessee
$85
RCM
377
Raleigh Capital Management
North Carolina
$78
IWM
378
IHT Wealth Management
Illinois
-$11.8M -139,895 Closed
M1FG
379
Mach-1 Financial Group
Arkansas
-$1.61M -19,036 Closed
PFA
380
Pinnacle Family Advisors
Missouri
-$1.08M -12,815 Closed
IA
381
IFG Advisory
Georgia
-$834K -9,855 Closed
BCI
382
Brinker Capital Investments
Pennsylvania
-$817K -9,647 Closed
SCM
383
SOL Capital Management
Maryland
-$660K -7,800 Closed
SWM
384
SFG Wealth Management
Maryland
-$551K -6,513 Closed
WP
385
WealthPLAN Partners
Nebraska
-$415K -4,899 Closed
MWA
386
Motive Wealth Advisors
Michigan
-$389K -4,591 Closed
AWA
387
Alta Wealth Advisors
Massachusetts
-$250K -2,955 Closed
DS
388
DRW Securities
Illinois
-$216K -2,546 Closed
AP
389
Appleton Partners
Massachusetts
-$211K -2,489 Closed
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
-$207K -2,440 Closed
FHA
391
Flagship Harbor Advisors
Massachusetts
-$205K -2,424 Closed
CWS
392
Cypress Wealth Services
California
-$201K -2,373 Closed
S
393
Sachetta
Massachusetts
-$176K -2,081 Closed
CFS
394
Compass Financial Services
Iowa
-$69.2K -817 Closed
IIM
395
IFC & Insurance Marketing
California
-$12K -138 Closed
SS
396
Sunbelt Securities
Texas
-$11.7K -138 Closed
HWP
397
Highline Wealth Partners
California
-$4.83K -57 Closed
CA
398
Crewe Advisors
Utah
-$1.69K -20 Closed
ETC
399
Exchange Traded Concepts
Oklahoma
-$1.52K -18 Closed
CWM
400
Cranbrook Wealth Management
Michigan
-$1.27K -15 Closed