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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$3.53M +$135K +1,535 +4%
EF
77
Empowered Funds
Pennsylvania
$3.46M +$22.5K +255 +0.6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.42M +$683K +7,749 +24%
BEI
79
Benjamin Edwards Inc
Missouri
$3.24M -$14.6M -165,336 -81%
CIM
80
Cambria Investment Management
California
$3.19M -$250K -2,834 -7%
MWM
81
Modera Wealth Management
New Jersey
$3.18M -$1.17M -13,256 -26%
SPIA
82
Steward Partners Investment Advisory
New York
$3.18M +$10.6K +120 +0.3%
OAM
83
Occidental Asset Management
California
$3.01M +$76.7K +870 +3%
BFA
84
Bill Few Associates
Pennsylvania
$3M +$101K +1,145 +3%
TAM
85
Titleist Asset Management
Texas
$2.73M +$152K +1,719 +6%
JP Morgan Chase
86
JP Morgan Chase
New York
$2.72M -$49.1K -557 -2%
KWM
87
Kingsview Wealth Management
Oregon
$2.7M -$36.1K -410 -1%
KOC
88
Koss-Olinger Consulting
Florida
$2.7M -$1.7M -19,313 -38%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$2.68M -$204K -2,310 -7%
WCM
90
WealthTrak Capital Management
Virginia
$2.64M +$2.73M +30,986 New
CMP
91
Courage Miller Partners
Virginia
$2.63M +$4.41K +50 +0.2%
IP
92
Ignite Planners
California
$2.56M -$10.8K -123 -0.4%
Creative Planning
93
Creative Planning
Kansas
$2.53M -$100K -1,138 -4%
SFG
94
Shum Financial Group
California
$2.49M +$101K +1,151 +4%
CI
95
CX Institutional
Indiana
$2.45M +$90.3K +1,024 +4%
BCM
96
Brookstone Capital Management
Illinois
$2.34M -$130K -1,475 -5%
IF
97
Intrua Financial
Texas
$2.34M -$15.7K -178 -0.6%
KWA
98
Kingswood Wealth Advisors
California
$2.31M +$8.02K +91 +0.3%
BCM
99
Barden Capital Management
Texas
$2.27M +$54K +612 +2%
WFPG
100
Waller Financial Planning Group
Ohio
$2.24M -$475K -5,382 -17%