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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.95M
CAL
77
Capital Analysts LLC
Pennsylvania
$3.93M
B
78
Bailard
California
$3.84M
UBS Group
79
UBS Group
Switzerland
$3.7M
IMC Chicago
80
IMC Chicago
Illinois
$3.67M
MHWM
81
Montz Harcus Wealth Management
Louisiana
$3.64M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.6M
MA
83
MONECO Advisors
Connecticut
$3.45M
TC
84
TownSquare Capital
Utah
$3.3M
GWM
85
Geneos Wealth Management
Colorado
$3.29M
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$3.27M
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.21M
OAM
88
Occidental Asset Management
California
$2.69M
RWM
89
Rialto Wealth Management
New York
$2.66M
FCP
90
Fidelis Capital Partners
Florida
$2.63M
LPAM
91
Lodestar Private Asset Management
California
$2.53M
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.51M
KWA
93
Kingswood Wealth Advisors
California
$2.5M
CMP
94
Courage Miller Partners
Virginia
$2.47M
BCM
95
Brookstone Capital Management
Illinois
$2.35M
BFA
96
Bill Few Associates
Pennsylvania
$2.31M
IP
97
Ignite Planners
California
$2.3M
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$2.25M
CI
99
CX Institutional
Indiana
$2.07M
KWM
100
Kingsview Wealth Management
Oregon
$2.02M