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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 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

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

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
126
Cambridge Financial Group (Arizona)
Arizona
$1.63M +$61.6K +699 +4%
AO
127
Advisor OS
Illinois
$1.63M -$992K -11,250 -37%
CFO
128
Collective Family Office
Pennsylvania
$1.56M +$18.3K +207 +1%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$1.53M -$159K -1,801 -9%
HAG
130
HF Advisory Group
Maryland
$1.49M +$110K +1,247 +8%
AFAS
131
Acorn Financial Advisory Services
Virginia
$1.47M -$1.68K -19 -0.1%
MCM
132
MAI Capital Management
Ohio
$1.45M -$1.5K -17 -0.1%
SWA
133
Stratos Wealth Advisors
Ohio
$1.44M -$60.8K -690 -4%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.44M +$34.2K +388 +2%
ECA
135
Elevated Capital Advisors
Utah
$1.39M -$236K -2,674 -14%
SOS
136
Silver Oak Securities
Tennessee
$1.32M -$6.7K -76 -0.5%
BM
137
Berman McAleer
Maryland
$1.31M -$60.9K -691 -4%
OFG
138
Omega Financial Group
California
$1.29M -$92.7K -1,051 -7%
EWA
139
EP Wealth Advisors
California
$1.28M -$362K -4,106 -21%
FFA
140
Farther Finance Advisors
California
$1.27M -$116K -1,321 -8%
AFTS
141
American Financial & Tax Strategies
New York
$1.26M -$16.1K -183 -1%
HA
142
HFG Advisors
Ohio
$1.25M +$134K +1,517 +12%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.25M -$244K -2,773 -16%
PFA
144
Pure Financial Advisors
California
$1.23M +$13.2K +150 +1%
Brown Advisory
145
Brown Advisory
Maryland
$1.2M +$30.9K +350 +3%
LC
146
LTG Capital
Massachusetts
$1.16M +$1.06K +12 +0.1%
SWM
147
Silverlake Wealth Management
Vermont
$1.16M +$393K +4,455 +48%
FA
148
Fiduciary Alliance
South Carolina
$1.13M +$165K +1,866 +17%
AF
149
Allworth Financial
California
$1.06M -$27.3K -310 -2%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.06M +$238K +2,701 +28%