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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.8B 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, 154 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: 154

Holders
373
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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.13M
KAS
102
Kestra Advisory Services
Texas
$2.11M
MB
103
MidFirst Bank
Oklahoma
$2.03M
CC
104
Courier Capital
New York
$1.97M
SCP
105
Stevens Capital Partners
Nebraska
$1.96M
TIAA Trust, National Association
106
TIAA Trust, National Association
North Carolina
$1.96M
FCP
107
Fidelis Capital Partners
Florida
$1.95M
Truist Financial
108
Truist Financial
North Carolina
$1.94M
GVAG
109
Great Valley Advisor Group
Delaware
$1.92M
LPAM
110
Lodestar Private Asset Management
California
$1.89M
CSF
111
Capital Squared Financial
Maryland
$1.88M
PCM
112
Payne Capital Management
New York
$1.88M
CAMG
113
CWA Asset Management Group
Florida
$1.82M
QCM
114
Quantinno Capital Management
New York
$1.81M
WANY
115
Wealthspire Advisors (New York)
New York
$1.75M
FGG
116
Financial Guidance Group
Florida
$1.73M
ACA
117
Aptus Capital Advisors
Alabama
$1.73M
PA
118
Prism Advisors
California
$1.72M
MFG
119
Merit Financial Group
Georgia
$1.7M
AWM
120
Accurate Wealth Management
Florida
$1.69M
CWM
121
Cooke Wealth Management
California
$1.68M
MOS
122
MGO One Seven
Ohio
$1.67M
SL
123
Salomon & Ludwin
Virginia
$1.64M
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$1.63M
AO
125
Advisor OS
Illinois
$1.63M