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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
FPAS
126
Focus Partners Advisor Solutions
Missouri
$1.53M
HAG
127
HF Advisory Group
Maryland
$1.49M
AFAS
128
Acorn Financial Advisory Services
Virginia
$1.47M
MCM
129
MAI Capital Management
Ohio
$1.45M
SWA
130
Stratos Wealth Advisors
Ohio
$1.44M
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$1.44M
ECA
132
Elevated Capital Advisors
Utah
$1.39M
SOS
133
Silver Oak Securities
Tennessee
$1.32M
BM
134
Berman McAleer
Maryland
$1.31M
OFG
135
Omega Financial Group
California
$1.29M
EWA
136
EP Wealth Advisors
California
$1.28M
FFA
137
Farther Finance Advisors
California
$1.27M
AFTS
138
American Financial & Tax Strategies
New York
$1.26M
HA
139
HFG Advisors
Ohio
$1.25M
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$1.25M
PFA
141
Pure Financial Advisors
California
$1.23M
Brown Advisory
142
Brown Advisory
Maryland
$1.2M
LC
143
LTG Capital
Massachusetts
$1.16M
SWM
144
Silverlake Wealth Management
Vermont
$1.16M
FA
145
Fiduciary Alliance
South Carolina
$1.13M
AF
146
Allworth Financial
California
$1.06M
Fidelity Investments
147
Fidelity Investments
Massachusetts
$1.06M
CIA
148
Cape Investment Advisory
Georgia
$1.03M
CFB
149
Cullen/Frost Bankers
Texas
$1.02M
BMWS
150
Brady Martz Wealth Solutions
North Dakota
$1.01M