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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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$2.18M -$24K -272 -1%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$2.13M -$126K -1,433 -5%
KAS
103
Kestra Advisory Services
Texas
$2.11M +$44.2K +501 +2%
MB
104
MidFirst Bank
Oklahoma
$2.03M +$846K +9,594 +67%
CC
105
Courier Capital
New York
$1.97M +$12.5K +142 +0.6%
SCP
106
Stevens Capital Partners
Nebraska
$1.96M -$15.3K -174 -0.7%
TIAA Trust, National Association
107
TIAA Trust, National Association
North Carolina
$1.96M -$44.8M -508,671 -96%
FCP
108
Fidelis Capital Partners
Florida
$1.95M -$667K -7,567 -25%
Truist Financial
109
Truist Financial
North Carolina
$1.94M -$45.8K -519 -2%
GVAG
110
Great Valley Advisor Group
Delaware
$1.92M +$220K +2,498 +12%
LPAM
111
Lodestar Private Asset Management
California
$1.89M -$247K -2,796 -11%
CSF
112
Capital Squared Financial
Maryland
$1.88M +$166K +1,880 +9%
PCM
113
Payne Capital Management
New York
$1.88M -$142K -1,605 -7%
CAMG
114
CWA Asset Management Group
Florida
$1.82M +$358K +4,065 +23%
QCM
115
Quantinno Capital Management
New York
$1.81M -$531K -6,023 -22%
WANY
116
Wealthspire Advisors (New York)
New York
$1.75M -$241K -2,728 -12%
FGG
117
Financial Guidance Group
Florida
$1.73M -$139K -1,572 -7%
ACA
118
Aptus Capital Advisors
Alabama
$1.73M -$134K -1,519 -7%
PA
119
Prism Advisors
California
$1.72M -$69.6K -789 -4%
MFG
120
Merit Financial Group
Georgia
$1.7M -$126K -1,424 -7%
AWM
121
Accurate Wealth Management
Florida
$1.69M -$21.9K -248 -1%
NA
122
NewEdge Advisors
Louisiana
$1.69M -$431K -4,885 -20%
CWM
123
Cooke Wealth Management
California
$1.68M +$107K +1,212 +7%
MOS
124
MGO One Seven
Ohio
$1.67M +$11.9K +135 +0.7%
SL
125
Salomon & Ludwin
Virginia
$1.64M +$30.1K +341 +2%