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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
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
FA
151
Fiduciary Alliance
South Carolina
$858K
WA
152
Wambolt & Associates
Colorado
$838K
GLA
153
Good Life Advisors
Pennsylvania
$830K
LA
154
LexAurum Advisors
Kansas
$823K
SOS
155
Silver Oak Securities
Tennessee
$822K
MAMG
156
Milestone Asset Management Group
Connecticut
$819K
TC
157
TAGStone Capital
North Carolina
$817K
PWG
158
Portside Wealth Group
Utah
$762K
AI
159
Atria Investments
North Carolina
$761K
IA
160
IFG Advisory
Georgia
$750K
PSF
161
Pacific Sun Financial
California
$730K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$729K
MYIA
163
Mount Yale Investment Advisors
Colorado
$723K
TYCC
164
Texas Yale Capital Corp
Florida
$723K
ACM
165
Advance Capital Management
Michigan
$722K
AQR Capital Management
166
AQR Capital Management
Connecticut
$721K
ECA
167
Elevated Capital Advisors
Utah
$693K
Renaissance Technologies
168
Renaissance Technologies
New York
$691K
EA
169
Eclectic Associates
California
$691K
BFM
170
Broadview Financial Management
Wisconsin
$682K
Citadel Advisors
171
Citadel Advisors
Florida
$669K
WI
172
WrapManager Inc
California
$638K
EFG
173
Everhart Financial Group
Ohio
$626K
SCM
174
SOL Capital Management
Maryland
$620K
KAS
175
KPP Advisory Services
Kentucky
$620K