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State Street SPDR S&P 400 Mid Cap Value ETF

356 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 154 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 154

Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$17.2M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$16.4M
CIM
28
Confluence Investment Management
Missouri
$15.7M
EFL
29
ERn Financial LLC
Wisconsin
$15.6M
IWM
30
IHT Wealth Management
Illinois
$15.1M
MML Investors Services
31
MML Investors Services
Massachusetts
$13M
ML
32
McAdam LLC
Pennsylvania
$12.6M
BWG
33
Balanced Wealth Group
Ohio
$12.3M
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$12M
SFM
35
Signet Financial Management
New Jersey
$11.1M
PWMG
36
Private Wealth Management Group
New Jersey
$10.8M
MSRI
37
Michael S. Ryan Inc
New York
$10.4M
CSP
38
Cary Street Partners
Virginia
$10.1M
AA
39
Alesco Advisors
New York
$9.81M
Ameriprise
40
Ameriprise
Minnesota
$9.7M
Mariner
41
Mariner
Kansas
$9.42M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$9.05M
JFA
43
JNBA Financial Advisors
Minnesota
$8.63M
TWP
44
Total Wealth Planning
Ohio
$8.32M
Osaic Holdings
45
Osaic Holdings
Arizona
$8.1M
PWMG
46
Prestige Wealth Management Group
New Jersey
$8.07M
WP
47
WealthShield Partners
North Carolina
$7.29M
CWM
48
Capital Wealth Management
Rhode Island
$7M
WWA
49
WCG Wealth Advisors
Nevada
$6.99M
PAG
50
Private Advisor Group
New Jersey
$6.9M