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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
BM
126
Berman McAleer
Maryland
$1.39M
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$1.32M
HAG
128
HF Advisory Group
Maryland
$1.32M
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$1.32M
PFA
130
Pure Financial Advisors
California
$1.26M
JWS
131
Juncture Wealth Strategies
Arizona
$1.26M
VWA
132
Visionary Wealth Advisors
Illinois
$1.26M
BMWS
133
Brady Martz Wealth Solutions
North Dakota
$1.23M
KWM
134
Kingsview Wealth Management
Oregon
$1.22M
Brown Advisory
135
Brown Advisory
Maryland
$1.18M
OBWG
136
Onyx Bridge Wealth Group
New York
$1.18M
AFTS
137
American Financial & Tax Strategies
New York
$1.15M
ECA
138
Elevated Capital Advisors
Utah
$1.12M
HA
139
HFG Advisors
Ohio
$1.07M
LAM
140
Lewis Asset Management
California
$1.03M
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$946K
AO
142
Advisor OS
Illinois
$925K
KF
143
Krilogy Financial
Missouri
$912K
QCM
144
Quantinno Capital Management
New York
$907K
FA
145
Fiduciary Alliance
South Carolina
$907K
MCM
146
MidAtlantic Capital Management
Virginia
$902K
WAM
147
Weinberger Asset Management
California
$896K
IWA
148
Invera Wealth Advisors
Oregon
$893K
GRP
149
Global Retirement Partners
California
$891K
CFS
150
Commonwealth Financial Services
West Virginia
$890K