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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
WFPG
76
Waller Financial Planning Group
Ohio
$4.05M
CNTOF
77
Canandaigua National Trust of Florida
New York
$3.98M
MWM
78
Modera Wealth Management
New Jersey
$3.89M
B
79
Bailard
California
$3.79M
UBS Group
80
UBS Group
Switzerland
$3.72M
CPIG
81
Chicago Partners Investment Group
Illinois
$3.52M
MHWM
82
Montz Harcus Wealth Management
Louisiana
$3.42M
Citadel Advisors
83
Citadel Advisors
Florida
$3.36M
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$3.3M
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$2.96M
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$2.9M
EWA
87
EP Wealth Advisors
California
$2.86M
MA
88
MONECO Advisors
Connecticut
$2.78M
PS
89
Principal Securities
Iowa
$2.75M
RWM
90
Rialto Wealth Management
New York
$2.62M
KWA
91
Kingswood Wealth Advisors
California
$2.51M
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.5M
LPAM
93
Lodestar Private Asset Management
California
$2.5M
OAM
94
Occidental Asset Management
California
$2.46M
PIA
95
Perennial Investment Advisors
California
$2.45M
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.44M
BCM
97
Brookstone Capital Management
Illinois
$2.32M
CMP
98
Courage Miller Partners
Virginia
$2.29M
GS
99
GTS Securities
New York
$2.18M
Truist Financial
100
Truist Financial
North Carolina
$2.13M