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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Total Wealth Planning
Ohio
$7.36M
RIM
52
Rockbridge Investment Management
New York
$7.17M
WP
53
WealthShield Partners
North Carolina
$7.05M
WWA
54
WCG Wealth Advisors
Nevada
$6.83M
AAS
55
Avantax Advisory Services
Texas
$6.78M
Osaic Holdings
56
Osaic Holdings
Arizona
$6.64M
GWM
57
Geneos Wealth Management
Colorado
$6.44M
MML Investors Services
58
MML Investors Services
Massachusetts
$6.31M
CWM
59
Capital Wealth Management
Rhode Island
$6.25M
SFG
60
Sage Financial Group
Pennsylvania
$5.88M
DI
61
Diligent Investors
California
$5.88M
Raymond James Financial
62
Raymond James Financial
Florida
$5.75M
MBI
63
May Barnhard Investments
Maryland
$5.72M
PAG
64
Private Advisor Group
New Jersey
$5.48M
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$5.34M
Bank of America
66
Bank of America
North Carolina
$5.26M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5.24M
SEIA
68
Signature Estate & Investment Advisors
California
$5.11M
KOC
69
Koss-Olinger Consulting
Florida
$5.03M
MAM
70
Marotta Asset Management
Virginia
$4.64M
FIM
71
Freedom Investment Management
Connecticut
$4.64M
IWP
72
IAG Wealth Partners
Wisconsin
$4.45M
GIA
73
Gladstone Institutional Advisory
Florida
$4.38M
RFA
74
RTD Financial Advisors
Pennsylvania
$4.29M
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.26M