We are live on ! Find out more
MDYV icon

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
AWM
51
Avior Wealth Management
Nebraska
$6.23M -$2.65K -30 -0%
RIM
52
Redwood Investment Management
Arizona
$6.04M +$354K +4,016 +6%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$5.9M
RIM
54
Rockbridge Investment Management
New York
$5.85M -$310K -3,516 -5%
GIA
55
Gladstone Institutional Advisory
Florida
$5.55M +$393K +4,458 +7%
CPIG
56
Chicago Partners Investment Group
Illinois
$5.5M +$287K +3,250 +6%
DI
57
Diligent Investors
California
$5.49M -$67.5K -766 -1%
MBI
58
May Barnhard Investments
Maryland
$5.34M -$446K -5,054 -7%
Stifel Financial
59
Stifel Financial
Missouri
$4.87M -$17.4M -197,604 -78%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$4.78M +$24.2K +274 +0.5%
RFA
61
RTD Financial Advisors
Pennsylvania
$4.48M -$204K -2,319 -4%
UBS Group
62
UBS Group
Switzerland
$4.48M +$682K +7,733 +17%
SC
63
Savant Capital
Illinois
$4.31M +$4.46M +50,577 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$4.26M +$4.41M +50,000 New
Osaic Holdings
65
Osaic Holdings
Arizona
$4.19M +$174K +1,971 +4%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$4.16M +$821K +9,317 +24%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$4.1M +$594K +6,741 +16%
IAA
68
Independent Advisor Alliance
North Carolina
$4.04M +$3.67M +41,576 +706%
CNTOF
69
Canandaigua National Trust of Florida
New York
$4.02M +$36.7K +416 +0.9%
MAM
70
Marotta Asset Management
Virginia
$3.97M -$261K -2,963 -6%
MHWM
71
Montz Harcus Wealth Management
Louisiana
$3.85M +$17.5K +199 +0.4%
B
72
Bailard
California
$3.83M -$19.8K -225 -0.5%
GWM
73
Geneos Wealth Management
Colorado
$3.77M +$10.3K +117 +0.3%
CAL
74
Capital Analysts LLC
Pennsylvania
$3.73M -$219K -2,489 -5%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$3.73M -$209K -2,375 -5%