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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 28 funds opening new positions, 122 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$2.18M
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$2.13M
KAS
103
Kestra Advisory Services
Texas
$2.11M
MB
104
MidFirst Bank
Oklahoma
$2.03M
CC
105
Courier Capital
New York
$1.97M
SCP
106
Stevens Capital Partners
Nebraska
$1.96M
TIAA Trust, National Association
107
TIAA Trust, National Association
North Carolina
$1.96M
FCP
108
Fidelis Capital Partners
Florida
$1.95M
Truist Financial
109
Truist Financial
North Carolina
$1.94M
GVAG
110
Great Valley Advisor Group
Delaware
$1.92M
LPAM
111
Lodestar Private Asset Management
California
$1.89M
CSF
112
Capital Squared Financial
Maryland
$1.88M
PCM
113
Payne Capital Management
New York
$1.88M
CAMG
114
CWA Asset Management Group
Florida
$1.82M
QCM
115
Quantinno Capital Management
New York
$1.81M
WANY
116
Wealthspire Advisors (New York)
New York
$1.75M
FGG
117
Financial Guidance Group
Florida
$1.73M
ACA
118
Aptus Capital Advisors
Alabama
$1.73M
PA
119
Prism Advisors
California
$1.72M
MFG
120
Merit Financial Group
Georgia
$1.7M
AWM
121
Accurate Wealth Management
Florida
$1.69M
NA
122
NewEdge Advisors
Louisiana
$1.69M
CWM
123
Cooke Wealth Management
California
$1.68M
MOS
124
MGO One Seven
Ohio
$1.67M
SL
125
Salomon & Ludwin
Virginia
$1.64M