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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
PWM
376
Provident Wealth Management
Tennessee
$85
RCM
377
Raleigh Capital Management
North Carolina
$78
IWM
378
IHT Wealth Management
Illinois
M1FG
379
Mach-1 Financial Group
Arkansas
PFA
380
Pinnacle Family Advisors
Missouri
IA
381
IFG Advisory
Georgia
BCI
382
Brinker Capital Investments
Pennsylvania
SCM
383
SOL Capital Management
Maryland
SWM
384
SFG Wealth Management
Maryland
WP
385
WealthPLAN Partners
Nebraska
MWA
386
Motive Wealth Advisors
Michigan
AWA
387
Alta Wealth Advisors
Massachusetts
DS
388
DRW Securities
Illinois
AP
389
Appleton Partners
Massachusetts
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
FHA
391
Flagship Harbor Advisors
Massachusetts
CWS
392
Cypress Wealth Services
California
S
393
Sachetta
Massachusetts
CFS
394
Compass Financial Services
Iowa
IIM
395
IFC & Insurance Marketing
California
SS
396
Sunbelt Securities
Texas
HWP
397
Highline Wealth Partners
California
CA
398
Crewe Advisors
Utah
ETC
399
Exchange Traded Concepts
Oklahoma
CWM
400
Cranbrook Wealth Management
Michigan