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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
176
Pacific Sun Financial
California
$765K
VT
177
Vise Technologies
New York
$754K
EA
178
Eclectic Associates
California
$749K
NWAG
179
Net Worth Advisory Group
Utah
$728K
VWA
180
Visionary Wealth Advisors
Illinois
$727K
BFM
181
Broadview Financial Management
Wisconsin
$723K
CIM
182
Confluence Investment Management
Missouri
$679K
FIM
183
Freedom Investment Management
Connecticut
$663K
EFG
184
Everhart Financial Group
Ohio
$649K
GWM
185
Gibbs Wealth Management
Georgia
$646K
RRA
186
Red Reef Advisors
Florida
$638K
HI
187
Harbour Investments
Wisconsin
$611K
BlackRock
188
BlackRock
New York
$606K
SIC
189
SJS Investment Consulting
Ohio
$596K
IA
190
Insight Advisors
Pennsylvania
$591K
RCA
191
Resonant Capital Advisors
Wisconsin
$589K
SFGP
192
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$569K
FTS
193
Fifth Third Securities
Ohio
$565K
SFP
194
Sterling Financial Planning
New Jersey
$553K
CWM
195
CCG Wealth Management
California
$549K
AWA
196
ARQ Wealth Advisors
Arizona
$545K
WIM
197
WealthPlan Investment Management
Nebraska
$542K
NA
198
NewEdge Advisors
Louisiana
$533K
BC
199
Burney Company
Virginia
$527K
PA
200
PFG Advisors
Arizona
$519K