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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Barden Capital Management
Texas
$1.94M
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.89M
MFG
103
Merit Financial Group
Georgia
$1.88M
ACA
104
Aptus Capital Advisors
Alabama
$1.84M
FGG
105
Financial Guidance Group
Florida
$1.83M
CC
106
Courier Capital
New York
$1.8M
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$1.76M
SCP
108
Stevens Capital Partners
Nebraska
$1.72M
CFGA
109
Cambridge Financial Group (Arizona)
Arizona
$1.67M
Truist Financial
110
Truist Financial
North Carolina
$1.67M
VWA
111
Visionary Wealth Advisors
Illinois
$1.64M
EWA
112
EP Wealth Advisors
California
$1.61M
GVAG
113
Great Valley Advisor Group
Delaware
$1.59M
FFA
114
Farther Finance Advisors
California
$1.58M
OFG
115
Omega Financial Group
California
$1.57M
WANY
116
Wealthspire Advisors (New York)
New York
$1.57M
AWM
117
Accurate Wealth Management
Florida
$1.56M
FPAS
118
Focus Partners Advisor Solutions
Missouri
$1.54M
KAS
119
Kestra Advisory Services
Texas
$1.54M
MOS
120
MGO One Seven
Ohio
$1.54M
Creative Planning
121
Creative Planning
Kansas
$1.52M
SAF
122
Smith Anglin Financial
Texas
$1.47M
SWA
123
Stratos Wealth Advisors
Ohio
$1.47M
SL
124
Salomon & Ludwin
Virginia
$1.46M
CFO
125
Collective Family Office
Pennsylvania
$1.45M