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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
176
Broadview Financial Management
Wisconsin
$639K
TAP
177
Tounjian Advisory Partners
Florida
$617K
SCM
178
SOL Capital Management
Maryland
$601K
WI
179
WrapManager Inc
California
$592K
KAS
180
KPP Advisory Services
Kentucky
$590K
EFG
181
Everhart Financial Group
Ohio
$573K
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$558K
IA
183
Insight Advisors
Pennsylvania
$549K
FCA
184
Fortis Capital Advisors
Kansas
$541K
BAM
185
Belpointe Asset Management
Nevada
$541K
SIC
186
SJS Investment Consulting
Ohio
$539K
PA
187
PFG Advisors
Arizona
$537K
AWA
188
ARQ Wealth Advisors
Arizona
$536K
SFG
189
Stonebridge Financial Group
Pennsylvania
$534K
BDWCC
190
B&D White Capital Company
Texas
$528K
OFS
191
OneAscent Financial Services
Alabama
$521K
FWP
192
Falcon Wealth Planning
California
$509K
TYCC
193
Texas Yale Capital Corp
Florida
$507K
SG
194
Sharper & Granite
California
$506K
FNWA
195
Financial Network Wealth Advisors
Utah
$506K
SFP
196
Sterling Financial Planning
New Jersey
$502K
CWM
197
CCG Wealth Management
California
$497K
NA
198
NewEdge Advisors
Louisiana
$493K
SFC
199
Strategic Financial Concepts
Texas
$476K
BlackRock
200
BlackRock
New York
$475K