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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
MCM
151
MidAtlantic Capital Management
Virginia
$859K
FA
152
Fiduciary Alliance
South Carolina
$858K
IWA
153
Invera Wealth Advisors
Oregon
$854K
WA
154
Wambolt & Associates
Colorado
$838K
GLA
155
Good Life Advisors
Pennsylvania
$830K
LA
156
LexAurum Advisors
Kansas
$823K
SOS
157
Silver Oak Securities
Tennessee
$822K
MAMG
158
Milestone Asset Management Group
Connecticut
$819K
TC
159
TAGStone Capital
North Carolina
$817K
PWG
160
Portside Wealth Group
Utah
$762K
AI
161
Atria Investments
North Carolina
$761K
IA
162
IFG Advisory
Georgia
$750K
PSF
163
Pacific Sun Financial
California
$730K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$729K
MYIA
165
Mount Yale Investment Advisors
Colorado
$723K
TYCC
166
Texas Yale Capital Corp
Florida
$723K
ACM
167
Advance Capital Management
Michigan
$722K
AQR Capital Management
168
AQR Capital Management
Connecticut
$721K
ECA
169
Elevated Capital Advisors
Utah
$693K
Renaissance Technologies
170
Renaissance Technologies
New York
$691K
EA
171
Eclectic Associates
California
$691K
BFM
172
Broadview Financial Management
Wisconsin
$682K
Citadel Advisors
173
Citadel Advisors
Florida
$669K
WI
174
WrapManager Inc
California
$638K
EFG
175
Everhart Financial Group
Ohio
$626K