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

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.27% less ownership

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

21% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 154

Holders
376
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

Top Buyers

1 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Cape Investment Advisory
Georgia
$1.03M
CFB
152
Cullen/Frost Bankers
Texas
$1.02M
BMWS
153
Brady Martz Wealth Solutions
North Dakota
$1.01M
MAMG
154
Milestone Asset Management Group
Connecticut
$997K
LAM
155
Lewis Asset Management
California
$996K
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$981K
WA
157
Walsh & Associates
Florida
$981K
JWS
158
Juncture Wealth Strategies
Arizona
$978K
ASN
159
Advisory Services Network
Georgia
$974K
Natixis Advisors
160
Natixis Advisors
Massachusetts
$967K
KF
161
Krilogy Financial
Missouri
$967K
RWM
162
Rialto Wealth Management
New York
$918K
LA
163
LexAurum Advisors
Kansas
$916K
CFS
164
Commonwealth Financial Services
West Virginia
$908K
Cerity Partners
165
Cerity Partners
New York
$902K
OBWG
166
Onyx Bridge Wealth Group
New York
$901K
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$900K
IWA
168
Invera Wealth Advisors
Oregon
$896K
WAM
169
Weinberger Asset Management
California
$883K
SG
170
Sharper & Granite
California
$860K
PWG
171
Portside Wealth Group
Utah
$845K
GAA
172
Global Assets Advisory
Florida
$833K
KAS
173
KPP Advisory Services
Kentucky
$824K
CL
174
CVFG LLC
Indiana
$818K
TC
175
TAGStone Capital
North Carolina
$817K