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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 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
MML Investors Services
26
MML Investors Services
Massachusetts
$14.8M +$999K +11,334 +7%
EFL
27
ERn Financial LLC
Wisconsin
$14.4M -$557K -6,318 -4%
BWG
28
Balanced Wealth Group
Ohio
$13.7M +$400K +4,539 +3%
ADL
29
Asset Dedication LLC
California
$12.9M -$7.14M -80,984 -35%
ML
30
McAdam LLC
Pennsylvania
$12.1M -$489K -5,542 -4%
Bank of America
31
Bank of America
North Carolina
$12.1M +$1.37M +15,523 +12%
SFM
32
Signet Financial Management
New Jersey
$11M -$280K -3,173 -2%
SF
33
Summit Financial
New Jersey
$11M +$11.4M +129,193 New
MSRI
34
Michael S. Ryan Inc
New York
$10.5M -$76.4K -866 -0.7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10.3M +$1.16M +13,139 +12%
Mariner
36
Mariner
Kansas
$10.2M -$668K -7,581 -6%
MA
37
MONECO Advisors
Connecticut
$10M +$2.52M +28,618 +32%
PWMG
38
Private Wealth Management Group
New Jersey
$9.96M -$536K -6,082 -5%
CSP
39
Cary Street Partners
Virginia
$9.68M -$145K -1,642 -1%
AA
40
Alesco Advisors
New York
$9.4M -$483K -5,477 -5%
CWM
41
Capital Wealth Management
Rhode Island
$8.31M +$586K +6,644 +7%
PWMG
42
Prestige Wealth Management Group
New Jersey
$8.07M -$203K -2,304 -2%
PAG
43
Private Advisor Group
New Jersey
$7.97M +$701K +7,951 +9%
JFA
44
JNBA Financial Advisors
Minnesota
$7.55M -$912K -10,346 -10%
WP
45
WealthShield Partners
North Carolina
$7.51M +$104K +1,183 +1%
Goldman Sachs
46
Goldman Sachs
New York
$7.15M -$13.1M -148,570 -64%
IWP
47
IAG Wealth Partners
Wisconsin
$6.89M -$220K -2,498 -3%
Raymond James Financial
48
Raymond James Financial
Florida
$6.82M +$285K +3,234 +4%
Ameriprise
49
Ameriprise
Minnesota
$6.56M -$3.95M -44,796 -37%
SFG
50
Sage Financial Group
Pennsylvania
$6.24M -$19.6K -222 -0.3%