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SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 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: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
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
Comerica Bank
176
Comerica Bank
Texas
$608K
TAP
177
Tounjian Advisory Partners
Florida
$595K
NWAG
178
Net Worth Advisory Group
Utah
$592K
RCA
179
Resonant Capital Advisors
Wisconsin
$562K
SG
180
Sharper & Granite
California
$557K
SIC
181
SJS Investment Consulting
Ohio
$556K
OFS
182
OneAscent Financial Services
Alabama
$548K
IA
183
Insight Advisors
Pennsylvania
$548K
SFG
184
Stonebridge Financial Group
Pennsylvania
$541K
AWA
185
ARQ Wealth Advisors
Arizona
$536K
SWM
186
Silverlake Wealth Management
Vermont
$530K
PA
187
PFG Advisors
Arizona
$524K
SFP
188
Sterling Financial Planning
New Jersey
$518K
CWM
189
CCG Wealth Management
California
$512K
P
190
&Partners
Tennessee
$495K
BAM
191
Belpointe Asset Management
Nevada
$493K
FCA
192
Fortis Capital Advisors
Kansas
$493K
BlackRock
193
BlackRock
New York
$490K
SFC
194
Strategic Financial Concepts
Texas
$485K
FAIM
195
Financial Advocates Investment Management
Washington
$471K
NA
196
NewEdge Advisors
Louisiana
$470K
CGA
197
Crescent Grove Advisors
Illinois
$466K
OGF
198
Orin Green Financial
California
$464K
IAA
199
Independent Advisor Alliance
North Carolina
$461K
MF
200
Meridian Financial
Massachusetts
$458K