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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
EF
76
Empowered Funds
Pennsylvania
$3.46M
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$3.42M
BEI
78
Benjamin Edwards Inc
Missouri
$3.24M
CIM
79
Cambria Investment Management
California
$3.19M
MWM
80
Modera Wealth Management
New Jersey
$3.18M
SPIA
81
Steward Partners Investment Advisory
New York
$3.18M
OAM
82
Occidental Asset Management
California
$3.01M
BFA
83
Bill Few Associates
Pennsylvania
$3M
TAM
84
Titleist Asset Management
Texas
$2.73M
JP Morgan Chase
85
JP Morgan Chase
New York
$2.72M
KWM
86
Kingsview Wealth Management
Oregon
$2.7M
KOC
87
Koss-Olinger Consulting
Florida
$2.7M
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$2.68M
WCM
89
WealthTrak Capital Management
Virginia
$2.64M
CMP
90
Courage Miller Partners
Virginia
$2.63M
IP
91
Ignite Planners
California
$2.56M
Creative Planning
92
Creative Planning
Kansas
$2.53M
SFG
93
Shum Financial Group
California
$2.49M
CI
94
CX Institutional
Indiana
$2.45M
BCM
95
Brookstone Capital Management
Illinois
$2.34M
IF
96
Intrua Financial
Texas
$2.34M
KWA
97
Kingswood Wealth Advisors
California
$2.31M
BCM
98
Barden Capital Management
Texas
$2.27M
WFPG
99
Waller Financial Planning Group
Ohio
$2.24M
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$2.18M