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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
EFL
26
ERn Financial LLC
Wisconsin
$14.4M
BWG
27
Balanced Wealth Group
Ohio
$13.7M
ML
28
McAdam LLC
Pennsylvania
$12.1M
Bank of America
29
Bank of America
North Carolina
$12.1M
SFM
30
Signet Financial Management
New Jersey
$11M
SF
31
Summit Financial
New Jersey
$11M
MSRI
32
Michael S. Ryan Inc
New York
$10.5M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$10.3M
Mariner
34
Mariner
Kansas
$10.2M
MA
35
MONECO Advisors
Connecticut
$10M
PWMG
36
Private Wealth Management Group
New Jersey
$9.96M
CSP
37
Cary Street Partners
Virginia
$9.68M
AA
38
Alesco Advisors
New York
$9.4M
CWM
39
Capital Wealth Management
Rhode Island
$8.31M
PWMG
40
Prestige Wealth Management Group
New Jersey
$8.07M
PAG
41
Private Advisor Group
New Jersey
$7.97M
JFA
42
JNBA Financial Advisors
Minnesota
$7.55M
WP
43
WealthShield Partners
North Carolina
$7.51M
Goldman Sachs
44
Goldman Sachs
New York
$7.15M
IWP
45
IAG Wealth Partners
Wisconsin
$6.89M
Raymond James Financial
46
Raymond James Financial
Florida
$6.82M
Ameriprise
47
Ameriprise
Minnesota
$6.56M
SFG
48
Sage Financial Group
Pennsylvania
$6.24M
AWM
49
Avior Wealth Management
Nebraska
$6.23M
RIM
50
Redwood Investment Management
Arizona
$6.04M