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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
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
IP
101
Ignite Planners
California
$2.07M -$177K -2,393 -8%
MFG
102
Merit Financial Group
Georgia
$1.95M -$2.42M -31,442 -55%
SFG
103
Shum Financial Group
California
$1.92M +$80.2K +1,041 +4%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$1.91M -$181K -2,350 -9%
KWM
105
Kingsview Wealth Management
Oregon
$1.89M -$43.3K -562 -2%
BCM
106
Barden Capital Management
Texas
$1.88M +$29K +376 +2%
ACA
107
Aptus Capital Advisors
Alabama
$1.83M -$178K -2,309 -9%
FGG
108
Financial Guidance Group
Florida
$1.82M -$182K -2,362 -9%
CC
109
Courier Capital
New York
$1.75M +$11.6K +151 +0.7%
FFA
110
Florida Financial Advisors
Florida
$1.75M +$685K +9,251 +65%
FFA
111
Farther Finance Advisors
California
$1.72M +$137K +1,776 +9%
FCP
112
Fidelis Capital Partners
Florida
$1.7M +$40.2K +548 +2%
SCP
113
Stevens Capital Partners
Nebraska
$1.69M +$292K +3,795 +21%
CAL
114
Capital Analysts LLC
Pennsylvania
$1.64M +$1.62M +21,066 +8,040%
PAS
115
Park Avenue Securities
New York
$1.64M +$717K +9,303 +78%
WANY
116
Wealthspire Advisors (New York)
New York
$1.58M +$365K +4,733 +30%
JWS
117
Juncture Wealth Strategies
Arizona
$1.58M -$59.5K -772 -4%
SAF
118
Smith Anglin Financial
Texas
$1.55M -$72.7K -943 -4%
OFG
119
Omega Financial Group
California
$1.53M -$77.7K -1,008 -5%
MOS
120
MGO One Seven
Ohio
$1.53M +$66K +856 +5%
BMWS
121
Brady Martz Wealth Solutions
North Dakota
$1.52M -$194K -2,517 -11%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.51M -$51.2K -665 -3%
GVAG
123
Great Valley Advisor Group
Delaware
$1.49M +$4.55K +59 +0.3%
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$1.47M +$58.6K +761 +4%
CI
125
CX Institutional
Indiana
$1.45M +$333K +4,328 +30%