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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
CFGA
126
Cambridge Financial Group (Arizona)
Arizona
$1.63M
AO
127
Advisor OS
Illinois
$1.63M
CFO
128
Collective Family Office
Pennsylvania
$1.56M
FPAS
129
Focus Partners Advisor Solutions
Missouri
$1.53M
HAG
130
HF Advisory Group
Maryland
$1.49M
AFAS
131
Acorn Financial Advisory Services
Virginia
$1.47M
MCM
132
MAI Capital Management
Ohio
$1.45M
SWA
133
Stratos Wealth Advisors
Ohio
$1.44M
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.44M
ECA
135
Elevated Capital Advisors
Utah
$1.39M
SOS
136
Silver Oak Securities
Tennessee
$1.32M
BM
137
Berman McAleer
Maryland
$1.31M
OFG
138
Omega Financial Group
California
$1.29M
EWA
139
EP Wealth Advisors
California
$1.28M
FFA
140
Farther Finance Advisors
California
$1.27M
AFTS
141
American Financial & Tax Strategies
New York
$1.26M
HA
142
HFG Advisors
Ohio
$1.25M
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.25M
PFA
144
Pure Financial Advisors
California
$1.23M
Brown Advisory
145
Brown Advisory
Maryland
$1.2M
LC
146
LTG Capital
Massachusetts
$1.16M
SWM
147
Silverlake Wealth Management
Vermont
$1.16M
FA
148
Fiduciary Alliance
South Carolina
$1.13M
AF
149
Allworth Financial
California
$1.06M
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.06M