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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
Bank of America
51
Bank of America
North Carolina
$7.12M
RIM
52
Rockbridge Investment Management
New York
$7.01M
PA
53
Prism Advisors
California
$6.87M
PAG
54
Private Advisor Group
New Jersey
$6.74M
IWP
55
IAG Wealth Partners
Wisconsin
$6.6M
CWM
56
Capital Wealth Management
Rhode Island
$6.59M
AWM
57
Avior Wealth Management
Nebraska
$6.19M
SFG
58
Sage Financial Group
Pennsylvania
$6.05M
Raymond James Financial
59
Raymond James Financial
Florida
$5.87M
MBI
60
May Barnhard Investments
Maryland
$5.63M
DI
61
Diligent Investors
California
$5.61M
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.5M
WFPG
63
Waller Financial Planning Group
Ohio
$4.97M
FIM
64
Freedom Investment Management
Connecticut
$4.75M
GIA
65
Gladstone Institutional Advisory
Florida
$4.7M
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.67M
TAM
67
Titleist Asset Management
Texas
$4.55M
KOC
68
Koss-Olinger Consulting
Florida
$4.53M
RFA
69
RTD Financial Advisors
Pennsylvania
$4.42M
MAM
70
Marotta Asset Management
Virginia
$4.26M
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.26M
CNTOF
72
Canandaigua National Trust of Florida
New York
$4.06M
CPIG
73
Chicago Partners Investment Group
Illinois
$4.03M
MWM
74
Modera Wealth Management
New Jersey
$4.01M
SEIA
75
Signature Estate & Investment Advisors
California
$4M