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State Street SPDR S&P 400 Mid Cap Value ETF

374 hedge funds and large institutions have $1.88B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
LAM
151
Lewis Asset Management
California
$999K
MAMG
152
Milestone Asset Management Group
Connecticut
$978K
KF
153
Krilogy Financial
Missouri
$960K
OBWG
154
Onyx Bridge Wealth Group
New York
$959K
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$954K
Natixis Advisors
156
Natixis Advisors
Massachusetts
$949K
PWG
157
Portside Wealth Group
Utah
$936K
FA
158
Fiduciary Alliance
South Carolina
$921K
GRP
159
Global Retirement Partners
California
$905K
CFS
160
Commonwealth Financial Services
West Virginia
$903K
IWA
161
Invera Wealth Advisors
Oregon
$903K
WAM
162
Weinberger Asset Management
California
$902K
SG
163
Sharper & Granite
California
$855K
RWM
164
Rialto Wealth Management
New York
$839K
IA
165
IFG Advisory
Georgia
$834K
Fidelity Investments
166
Fidelity Investments
Massachusetts
$826K
BCI
167
Brinker Capital Investments
Pennsylvania
$817K
TC
168
TAGStone Capital
North Carolina
$806K
BC
169
Burney Company
Virginia
$781K
SWM
170
Silverlake Wealth Management
Vermont
$778K
TYCC
171
Texas Yale Capital Corp
Florida
$770K
KAS
172
KPP Advisory Services
Kentucky
$770K
PSF
173
Pacific Sun Financial
California
$759K
VT
174
Vise Technologies
New York
$754K
EA
175
Eclectic Associates
California
$736K