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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.8B 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, 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:

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: 154

Holders
373
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
RIM
51
Redwood Investment Management
Arizona
$6.04M
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$5.9M
RIM
53
Rockbridge Investment Management
New York
$5.85M
GIA
54
Gladstone Institutional Advisory
Florida
$5.55M
CPIG
55
Chicago Partners Investment Group
Illinois
$5.5M
DI
56
Diligent Investors
California
$5.49M
MBI
57
May Barnhard Investments
Maryland
$5.34M
Stifel Financial
58
Stifel Financial
Missouri
$4.87M
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$4.78M
RFA
60
RTD Financial Advisors
Pennsylvania
$4.48M
UBS Group
61
UBS Group
Switzerland
$4.48M
SC
62
Savant Capital
Illinois
$4.31M
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$4.26M
Osaic Holdings
64
Osaic Holdings
Arizona
$4.19M
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$4.16M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.1M
IAA
67
Independent Advisor Alliance
North Carolina
$4.04M
CNTOF
68
Canandaigua National Trust of Florida
New York
$4.02M
MAM
69
Marotta Asset Management
Virginia
$3.97M
MHWM
70
Montz Harcus Wealth Management
Louisiana
$3.85M
B
71
Bailard
California
$3.83M
GWM
72
Geneos Wealth Management
Colorado
$3.77M
CAL
73
Capital Analysts LLC
Pennsylvania
$3.73M
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$3.73M
AQR Capital Management
75
AQR Capital Management
Connecticut
$3.53M