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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
SCM
176
SOL Capital Management
Maryland
$620K
KAS
177
KPP Advisory Services
Kentucky
$620K
Comerica Bank
178
Comerica Bank
Texas
$608K
TAP
179
Tounjian Advisory Partners
Florida
$595K
NWAG
180
Net Worth Advisory Group
Utah
$592K
RCA
181
Resonant Capital Advisors
Wisconsin
$562K
SG
182
Sharper & Granite
California
$557K
SIC
183
SJS Investment Consulting
Ohio
$556K
OFS
184
OneAscent Financial Services
Alabama
$548K
IA
185
Insight Advisors
Pennsylvania
$548K
SFG
186
Stonebridge Financial Group
Pennsylvania
$541K
AWA
187
ARQ Wealth Advisors
Arizona
$536K
SWM
188
Silverlake Wealth Management
Vermont
$530K
PA
189
PFG Advisors
Arizona
$524K
SFP
190
Sterling Financial Planning
New Jersey
$518K
CWM
191
CCG Wealth Management
California
$512K
P
192
&Partners
Tennessee
$495K
FCA
193
Fortis Capital Advisors
Kansas
$493K
BAM
194
Belpointe Asset Management
Nevada
$493K
BlackRock
195
BlackRock
New York
$490K
SFC
196
Strategic Financial Concepts
Texas
$485K
FAIM
197
Financial Advocates Investment Management
Washington
$471K
NA
198
NewEdge Advisors
Louisiana
$470K
CGA
199
Crescent Grove Advisors
Illinois
$466K
OGF
200
Orin Green Financial
California
$464K