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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
FFA
176
Florida Financial Advisors
Florida
$814K
MYIA
177
Mount Yale Investment Advisors
Colorado
$775K
TYCC
178
Texas Yale Capital Corp
Florida
$775K
PSF
179
Pacific Sun Financial
California
$765K
VT
180
Vise Technologies
New York
$754K
EA
181
Eclectic Associates
California
$749K
NWAG
182
Net Worth Advisory Group
Utah
$728K
VWA
183
Visionary Wealth Advisors
Illinois
$727K
BFM
184
Broadview Financial Management
Wisconsin
$723K
CIM
185
Confluence Investment Management
Missouri
$679K
FIM
186
Freedom Investment Management
Connecticut
$663K
EFG
187
Everhart Financial Group
Ohio
$649K
GWM
188
Gibbs Wealth Management
Georgia
$646K
RRA
189
Red Reef Advisors
Florida
$638K
HI
190
Harbour Investments
Wisconsin
$611K
BlackRock
191
BlackRock
New York
$606K
SIC
192
SJS Investment Consulting
Ohio
$596K
IA
193
Insight Advisors
Pennsylvania
$591K
RCA
194
Resonant Capital Advisors
Wisconsin
$589K
SFGP
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$569K
FTS
196
Fifth Third Securities
Ohio
$565K
SFP
197
Sterling Financial Planning
New Jersey
$553K
CWM
198
CCG Wealth Management
California
$549K
AWA
199
ARQ Wealth Advisors
Arizona
$545K
WIM
200
WealthPlan Investment Management
Nebraska
$542K