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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
MAMG
151
Milestone Asset Management Group
Connecticut
$997K
LAM
152
Lewis Asset Management
California
$996K
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$981K
WA
154
Walsh & Associates
Florida
$981K
JWS
155
Juncture Wealth Strategies
Arizona
$978K
ASN
156
Advisory Services Network
Georgia
$974K
Natixis Advisors
157
Natixis Advisors
Massachusetts
$967K
KF
158
Krilogy Financial
Missouri
$967K
RWM
159
Rialto Wealth Management
New York
$918K
LA
160
LexAurum Advisors
Kansas
$916K
CFS
161
Commonwealth Financial Services
West Virginia
$908K
Cerity Partners
162
Cerity Partners
New York
$902K
OBWG
163
Onyx Bridge Wealth Group
New York
$901K
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$900K
IWA
165
Invera Wealth Advisors
Oregon
$896K
WAM
166
Weinberger Asset Management
California
$883K
SG
167
Sharper & Granite
California
$860K
PWG
168
Portside Wealth Group
Utah
$845K
GAA
169
Global Assets Advisory
Florida
$833K
KAS
170
KPP Advisory Services
Kentucky
$824K
CL
171
CVFG LLC
Indiana
$818K
TC
172
TAGStone Capital
North Carolina
$817K
FFA
173
Florida Financial Advisors
Florida
$814K
MYIA
174
Mount Yale Investment Advisors
Colorado
$775K
TYCC
175
Texas Yale Capital Corp
Florida
$775K