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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
MML Investors Services
26
MML Investors Services
Massachusetts
$14.8M
EFL
27
ERn Financial LLC
Wisconsin
$14.4M
BWG
28
Balanced Wealth Group
Ohio
$13.7M
ADL
29
Asset Dedication LLC
California
$12.9M
ML
30
McAdam LLC
Pennsylvania
$12.1M
Bank of America
31
Bank of America
North Carolina
$12.1M
SFM
32
Signet Financial Management
New Jersey
$11M
SF
33
Summit Financial
New Jersey
$11M
MSRI
34
Michael S. Ryan Inc
New York
$10.5M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10.3M
Mariner
36
Mariner
Kansas
$10.2M
MA
37
MONECO Advisors
Connecticut
$10M
PWMG
38
Private Wealth Management Group
New Jersey
$9.96M
CSP
39
Cary Street Partners
Virginia
$9.68M
AA
40
Alesco Advisors
New York
$9.4M
CWM
41
Capital Wealth Management
Rhode Island
$8.31M
PWMG
42
Prestige Wealth Management Group
New Jersey
$8.07M
PAG
43
Private Advisor Group
New Jersey
$7.97M
JFA
44
JNBA Financial Advisors
Minnesota
$7.55M
WP
45
WealthShield Partners
North Carolina
$7.51M
Goldman Sachs
46
Goldman Sachs
New York
$7.15M
IWP
47
IAG Wealth Partners
Wisconsin
$6.89M
Raymond James Financial
48
Raymond James Financial
Florida
$6.82M
Ameriprise
49
Ameriprise
Minnesota
$6.56M
SFG
50
Sage Financial Group
Pennsylvania
$6.24M