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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
B
76
Bailard
California
$3.82M
MHWM
77
Montz Harcus Wealth Management
Louisiana
$3.81M
JP Morgan Chase
78
JP Morgan Chase
New York
$3.71M
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$3.63M
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$3.48M
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$3.45M
GWM
82
Geneos Wealth Management
Colorado
$3.43M
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$3.2M
SPIA
84
Steward Partners Investment Advisory
New York
$3.04M
TC
85
TownSquare Capital
Utah
$3.03M
OAM
86
Occidental Asset Management
California
$2.94M
FCP
87
Fidelis Capital Partners
Florida
$2.76M
CMP
88
Courage Miller Partners
Virginia
$2.6M
LPAM
89
Lodestar Private Asset Management
California
$2.59M
KWA
90
Kingswood Wealth Advisors
California
$2.57M
Creative Planning
91
Creative Planning
Kansas
$2.49M
BFA
92
Bill Few Associates
Pennsylvania
$2.43M
BCM
93
Brookstone Capital Management
Illinois
$2.43M
IP
94
Ignite Planners
California
$2.36M
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$2.31M
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$2.31M
IF
97
Intrua Financial
Texas
$2.29M
TAM
98
Titleist Asset Management
Texas
$2.28M
CI
99
CX Institutional
Indiana
$2.24M
SFG
100
Shum Financial Group
California
$2.15M