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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
HFG Advisors
Ohio
$989K
SOS
152
Silver Oak Securities
Tennessee
$968K
SWM
153
SFG Wealth Management
Maryland
$965K
CIA
154
Cape Investment Advisory
Georgia
$941K
WAM
155
Weinberger Asset Management
California
$910K
KF
156
Krilogy Financial
Missouri
$905K
CFS
157
Commonwealth Financial Services
West Virginia
$900K
BFA
158
Bill Few Associates
Pennsylvania
$884K
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$836K
MCM
160
MidAtlantic Capital Management
Virginia
$833K
FA
161
Fiduciary Alliance
South Carolina
$832K
IWA
162
Invera Wealth Advisors
Oregon
$826K
WA
163
Wambolt & Associates
Colorado
$813K
GLA
164
Good Life Advisors
Pennsylvania
$805K
MAMG
165
Milestone Asset Management Group
Connecticut
$792K
PWG
166
Portside Wealth Group
Utah
$754K
TC
167
TAGStone Capital
North Carolina
$741K
PSF
168
Pacific Sun Financial
California
$708K
ACM
169
Advance Capital Management
Michigan
$700K
ECA
170
Elevated Capital Advisors
Utah
$693K
EA
171
Eclectic Associates
California
$690K
AI
172
Atria Investments
North Carolina
$655K
LA
173
LexAurum Advisors
Kansas
$644K
JIC
174
Johnson Investment Counsel
Ohio
$643K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$641K