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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
MAMG
151
Milestone Asset Management Group
Connecticut
$886K
IA
152
IFG Advisory
Georgia
$885K
LA
153
LexAurum Advisors
Kansas
$876K
BC
154
Burney Company
Virginia
$835K
RWM
155
Rialto Wealth Management
New York
$829K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$828K
PWG
157
Portside Wealth Group
Utah
$820K
BCI
158
Brinker Capital Investments
Pennsylvania
$817K
SOS
159
Silver Oak Securities
Tennessee
$814K
SG
160
Sharper & Granite
California
$810K
TYCC
161
Texas Yale Capital Corp
Florida
$759K
TC
162
TAGStone Capital
North Carolina
$758K
PSF
163
Pacific Sun Financial
California
$744K
EA
164
Eclectic Associates
California
$725K
BFM
165
Broadview Financial Management
Wisconsin
$717K
KAS
166
KPP Advisory Services
Kentucky
$697K
EFG
167
Everhart Financial Group
Ohio
$655K
SCM
168
SOL Capital Management
Maryland
$651K
FIM
169
Freedom Investment Management
Connecticut
$640K
FFA
170
Florida Financial Advisors
Florida
$618K
RCA
171
Resonant Capital Advisors
Wisconsin
$590K
SIC
172
SJS Investment Consulting
Ohio
$584K
SWM
173
Silverlake Wealth Management
Vermont
$571K
AWA
174
ARQ Wealth Advisors
Arizona
$562K
IA
175
Insight Advisors
Pennsylvania
$559K