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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B 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, 153 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: 153

Holders
372
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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.42M
BEI
77
Benjamin Edwards Inc
Missouri
$3.24M
CIM
78
Cambria Investment Management
California
$3.19M
MWM
79
Modera Wealth Management
New Jersey
$3.18M
SPIA
80
Steward Partners Investment Advisory
New York
$3.18M
OAM
81
Occidental Asset Management
California
$3.01M
BFA
82
Bill Few Associates
Pennsylvania
$3M
TAM
83
Titleist Asset Management
Texas
$2.73M
JP Morgan Chase
84
JP Morgan Chase
New York
$2.72M
KWM
85
Kingsview Wealth Management
Oregon
$2.7M
KOC
86
Koss-Olinger Consulting
Florida
$2.7M
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$2.68M
WCM
88
WealthTrak Capital Management
Virginia
$2.64M
CMP
89
Courage Miller Partners
Virginia
$2.63M
IP
90
Ignite Planners
California
$2.56M
Creative Planning
91
Creative Planning
Kansas
$2.53M
SFG
92
Shum Financial Group
California
$2.49M
CI
93
CX Institutional
Indiana
$2.45M
BCM
94
Brookstone Capital Management
Illinois
$2.34M
IF
95
Intrua Financial
Texas
$2.34M
KWA
96
Kingswood Wealth Advisors
California
$2.31M
BCM
97
Barden Capital Management
Texas
$2.27M
WFPG
98
Waller Financial Planning Group
Ohio
$2.24M
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$2.18M
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$2.13M