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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
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$1.45M +$92.5K +1,201 +7%
CFO
127
Collective Family Office
Pennsylvania
$1.43M +$154K +2,004 +12%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.41M +$901K +11,700 +177%
SWA
129
Stratos Wealth Advisors
Ohio
$1.41M -$47.5K -617 -3%
IMC Chicago
130
IMC Chicago
Illinois
$1.41M +$1.41M +18,260 New
CAMG
131
CWA Asset Management Group
Florida
$1.4M +$1.4M +18,106 New
IA
132
IFG Advisory
Georgia
$1.37M +$19.9K +258 +1%
AFAS
133
Acorn Financial Advisory Services
Virginia
$1.33M -$40.5K -526 -3%
VWA
134
Visionary Wealth Advisors
Illinois
$1.3M -$55.6K -721 -4%
PFA
135
Pure Financial Advisors
California
$1.28M -$46.1K -598 -3%
BCI
136
Brinker Capital Investments
Pennsylvania
$1.28M -$182K -2,360 -12%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.28M -$182K -2,360 -12%
SL
138
Salomon & Ludwin
Virginia
$1.23M +$171K +2,207 +16%
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$1.2M -$21.7K -281 -2%
LC
140
LTG Capital
Massachusetts
$1.18M -$6.63K -86 -0.6%
HAG
141
HF Advisory Group
Maryland
$1.17M +$96.3K +1,250 +9%
TRCT
142
Tower Research Capital (TRC)
New York
$1.1M +$735K +9,545 +203%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$1.08M +$19.1K +248 +2%
MCM
144
MAI Capital Management
Ohio
$1.07M -$70.7K -917 -6%
AFTS
145
American Financial & Tax Strategies
New York
$1.07M +$8.01K +104 +0.8%
MYIA
146
Mount Yale Investment Advisors
Colorado
$1.06M -$1K -13 -0.1%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.05M -$292K -3,786 -22%
AF
148
Allworth Financial
California
$1.02M -$55.4K -751 -5%
LAM
149
Lewis Asset Management
California
$1.02M -$2.93K -38 -0.3%
PCIA
150
Prime Capital Investment Advisors
Kansas
$990K +$763K +9,904 +336%