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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B 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, 105 increasing their positions, 152 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: 105 | Existing positions reduced: 152

Holders
353
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
IWP
51
IAG Wealth Partners
Wisconsin
$6.85M
RIM
52
Rockbridge Investment Management
New York
$6.52M
Raymond James Financial
53
Raymond James Financial
Florida
$6.31M
AWM
54
Avior Wealth Management
Nebraska
$6.24M
Bank of America
55
Bank of America
North Carolina
$6.13M
SFG
56
Sage Financial Group
Pennsylvania
$6.12M
MBI
57
May Barnhard Investments
Maryland
$5.85M
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$5.78M
DI
59
Diligent Investors
California
$5.71M
PA
60
Prism Advisors
California
$5.32M
WFPG
61
Waller Financial Planning Group
Ohio
$5.31M
RIM
62
Redwood Investment Management
Arizona
$5.04M
GIA
63
Gladstone Institutional Advisory
Florida
$4.99M
MA
64
MONECO Advisors
Connecticut
$4.91M
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.63M
RFA
66
RTD Financial Advisors
Pennsylvania
$4.62M
CPIG
67
Chicago Partners Investment Group
Illinois
$4.54M
KOC
68
Koss-Olinger Consulting
Florida
$4.53M
UBS Group
69
UBS Group
Switzerland
$4.34M
MAM
70
Marotta Asset Management
Virginia
$4.32M
SEIA
71
Signature Estate & Investment Advisors
California
$4.22M
MWM
72
Modera Wealth Management
New Jersey
$4.22M
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$4.17M
CAL
74
Capital Analysts LLC
Pennsylvania
$3.96M
CNTOF
75
Canandaigua National Trust of Florida
New York
$3.93M