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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Ignite Planners
California
$2.07M
MFG
102
Merit Financial Group
Georgia
$1.95M
SFG
103
Shum Financial Group
California
$1.92M
FPAS
104
Focus Partners Advisor Solutions
Missouri
$1.91M
KWM
105
Kingsview Wealth Management
Oregon
$1.89M
BCM
106
Barden Capital Management
Texas
$1.88M
ACA
107
Aptus Capital Advisors
Alabama
$1.83M
FGG
108
Financial Guidance Group
Florida
$1.82M
CC
109
Courier Capital
New York
$1.75M
FFA
110
Florida Financial Advisors
Florida
$1.75M
FFA
111
Farther Finance Advisors
California
$1.72M
FCP
112
Fidelis Capital Partners
Florida
$1.7M
SCP
113
Stevens Capital Partners
Nebraska
$1.69M
CAL
114
Capital Analysts LLC
Pennsylvania
$1.64M
PAS
115
Park Avenue Securities
New York
$1.64M
WANY
116
Wealthspire Advisors (New York)
New York
$1.58M
JWS
117
Juncture Wealth Strategies
Arizona
$1.58M
SAF
118
Smith Anglin Financial
Texas
$1.55M
OFG
119
Omega Financial Group
California
$1.53M
MOS
120
MGO One Seven
Ohio
$1.53M
BMWS
121
Brady Martz Wealth Solutions
North Dakota
$1.52M
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.51M
GVAG
123
Great Valley Advisor Group
Delaware
$1.49M
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$1.47M
CI
125
CX Institutional
Indiana
$1.45M