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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
MCM
126
MAI Capital Management
Ohio
$1.4M
FFA
127
Florida Financial Advisors
Florida
$1.38M
AFAS
128
Acorn Financial Advisory Services
Virginia
$1.37M
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$1.36M
JWS
130
Juncture Wealth Strategies
Arizona
$1.33M
CAMG
131
CWA Asset Management Group
Florida
$1.32M
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.25M
PFA
133
Pure Financial Advisors
California
$1.22M
HAG
134
HF Advisory Group
Maryland
$1.19M
BMWS
135
Brady Martz Wealth Solutions
North Dakota
$1.18M
LC
136
LTG Capital
Massachusetts
$1.18M
BCI
137
Brinker Capital Investments
Pennsylvania
$1.13M
AFTS
138
American Financial & Tax Strategies
New York
$1.12M
GRP
139
Global Retirement Partners
California
$1.03M
LAM
140
Lewis Asset Management
California
$1.03M
HA
141
HFG Advisors
Ohio
$1.02M
AF
142
Allworth Financial
California
$1.02M
SWM
143
SFG Wealth Management
Maryland
$995K
CIA
144
Cape Investment Advisory
Georgia
$974K
KF
145
Krilogy Financial
Missouri
$947K
AO
146
Advisor OS
Illinois
$944K
WAM
147
Weinberger Asset Management
California
$934K
CFS
148
Commonwealth Financial Services
West Virginia
$928K
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$886K
MCM
150
MidAtlantic Capital Management
Virginia
$859K