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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
SFG
176
Stonebridge Financial Group
Pennsylvania
$557K
CWM
177
CCG Wealth Management
California
$545K
SFP
178
Sterling Financial Planning
New Jersey
$544K
PA
179
PFG Advisors
Arizona
$529K
SWM
180
SFG Wealth Management
Maryland
$522K
BlackRock
181
BlackRock
New York
$514K
BAM
182
Belpointe Asset Management
Nevada
$509K
FCA
183
Fortis Capital Advisors
Kansas
$509K
Comerica Bank
184
Comerica Bank
Texas
$495K
QCM
185
QRG Capital Management
Illinois
$494K
WP
186
WealthPLAN Partners
Nebraska
$493K
CGA
187
Crescent Grove Advisors
Illinois
$489K
P
188
&Partners
Tennessee
$482K
MF
189
Meridian Financial
Massachusetts
$481K
CIA
190
Concurrent Investment Advisors
Florida
$480K
IAA
191
Independent Advisor Alliance
North Carolina
$479K
FF
192
Friday Financial
Iowa
$476K
SM
193
Sensible Money
Arizona
$476K
TWM
194
Topsail Wealth Management
North Carolina
$472K
OGF
195
Orin Green Financial
California
$470K
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$470K
FTS
197
Fifth Third Securities
Ohio
$468K
MWM
198
Meridian Wealth Management
Kentucky
$465K
BWA
199
Burt Wealth Advisors
Maryland
$458K
NG
200
Norden Group
Utah
$455K