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State Street SPDR S&P 400 Mid Cap Value ETF

359 hedge funds and large institutions have $1.85B 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, 106 increasing their positions, 156 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

32% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 156

Holders
359
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
SWM
176
Silverlake Wealth Management
Vermont
$571K
AWA
177
ARQ Wealth Advisors
Arizona
$562K
IA
178
Insight Advisors
Pennsylvania
$559K
SFG
179
Stonebridge Financial Group
Pennsylvania
$557K
CWM
180
CCG Wealth Management
California
$545K
SFP
181
Sterling Financial Planning
New Jersey
$544K
PA
182
PFG Advisors
Arizona
$529K
SWM
183
SFG Wealth Management
Maryland
$522K
BlackRock
184
BlackRock
New York
$514K
BAM
185
Belpointe Asset Management
Nevada
$509K
FCA
186
Fortis Capital Advisors
Kansas
$509K
Comerica Bank
187
Comerica Bank
Texas
$495K
QCM
188
QRG Capital Management
Illinois
$494K
WP
189
WealthPLAN Partners
Nebraska
$493K
CGA
190
Crescent Grove Advisors
Illinois
$489K
P
191
&Partners
Tennessee
$482K
MF
192
Meridian Financial
Massachusetts
$481K
CIA
193
Concurrent Investment Advisors
Florida
$480K
IAA
194
Independent Advisor Alliance
North Carolina
$479K
FF
195
Friday Financial
Iowa
$476K
SM
196
Sensible Money
Arizona
$476K
TWM
197
Topsail Wealth Management
North Carolina
$472K
OGF
198
Orin Green Financial
California
$470K
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$470K
FTS
200
Fifth Third Securities
Ohio
$468K