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State Street SPDR S&P 400 Mid Cap Value ETF

378 hedge funds and large institutions have $1.88B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Rodgers & Associates
Pennsylvania
$18.6M
BEI
27
Benjamin Edwards Inc
Missouri
$17.2M
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$17.2M
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$17M
EFL
30
ERn Financial LLC
Wisconsin
$14.9M
MML Investors Services
31
MML Investors Services
Massachusetts
$13.8M
BWG
32
Balanced Wealth Group
Ohio
$13.1M
ML
33
McAdam LLC
Pennsylvania
$12.5M
IWM
34
IHT Wealth Management
Illinois
$11.8M
SFM
35
Signet Financial Management
New Jersey
$11.2M
Mariner
36
Mariner
Kansas
$10.8M
Bank of America
37
Bank of America
North Carolina
$10.7M
MSRI
38
Michael S. Ryan Inc
New York
$10.5M
PWMG
39
Private Wealth Management Group
New Jersey
$10.4M
Ameriprise
40
Ameriprise
Minnesota
$10.3M
AA
41
Alesco Advisors
New York
$9.81M
CSP
42
Cary Street Partners
Virginia
$9.77M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$9.14M
JFA
44
JNBA Financial Advisors
Minnesota
$8.38M
PWMG
45
Prestige Wealth Management Group
New Jersey
$8.22M
CWM
46
Capital Wealth Management
Rhode Island
$7.7M
MA
47
MONECO Advisors
Connecticut
$7.56M
WP
48
WealthShield Partners
North Carolina
$7.36M
PAG
49
Private Advisor Group
New Jersey
$7.25M
IWP
50
IAG Wealth Partners
Wisconsin
$7.06M