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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 27 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less capital invested

Capital invested by funds: $1.88B → $1.85B (-$26M)

1.27% less ownership

Funds ownership: 76.66%75.39% (-1.3%)

1% less funds holding

Funds holding: 381376 (-5)

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
27
Increased
122
Reduced
154
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Cape Investment Advisory
Georgia
$1.03M -$25K -284 -2%
CFB
152
Cullen/Frost Bankers
Texas
$1.02M
BMWS
153
Brady Martz Wealth Solutions
North Dakota
$1.01M -$148K -1,676 -12%
MAMG
154
Milestone Asset Management Group
Connecticut
$997K +$14K +159 +1%
LAM
155
Lewis Asset Management
California
$996K -$9.08K -103 -0.9%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$981K +$22.2K +252 +2%
WA
157
Walsh & Associates
Florida
$981K +$13.5K +153 +1%
JWS
158
Juncture Wealth Strategies
Arizona
$978K -$275K -3,122 -21%
ASN
159
Advisory Services Network
Georgia
$974K -$73.1K -829 -7%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$967K +$12.8K +145 +1%
KF
161
Krilogy Financial
Missouri
$967K +$264 +3 +0%
RWM
162
Rialto Wealth Management
New York
$918K +$76.5K +868 +9%
LA
163
LexAurum Advisors
Kansas
$916K +$948K +10,756 New
CFS
164
Commonwealth Financial Services
West Virginia
$908K
Cerity Partners
165
Cerity Partners
New York
$902K +$702K +7,964 +303%
OBWG
166
Onyx Bridge Wealth Group
New York
$901K -$65.9K -748 -7%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$900K -$3.2M -36,280 -77%
IWA
168
Invera Wealth Advisors
Oregon
$896K -$13K -148 -1%
WAM
169
Weinberger Asset Management
California
$883K -$24.8K -281 -3%
SG
170
Sharper & Granite
California
$860K
PWG
171
Portside Wealth Group
Utah
$845K -$101K -1,140 -10%
GAA
172
Global Assets Advisory
Florida
$833K +$751K +8,513 New
KAS
173
KPP Advisory Services
Kentucky
$824K +$51.3K +582 +6%
CL
174
CVFG LLC
Indiana
$818K +$847K +9,603 New
TC
175
TAGStone Capital
North Carolina
$817K +$6.7K +76 +0.8%