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State Street SPDR S&P 400 Mid Cap Value ETF

353 hedge funds and large institutions have $1.84B 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, 105 increasing their positions, 152 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

31% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 152

Holders
353
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
WI
201
WrapManager Inc
California
$438K
LWM
202
LongView Wealth Management
Georgia
$438K
FNWA
203
Financial Network Wealth Advisors
Utah
$437K
JWCA
204
J.W. Cole Advisors
Florida
$432K
TWM
205
Trueblood Wealth Management
Ohio
$430K
FA
206
Flagstar Advisors
New York
$428K
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$426K
VA
208
Valmark Advisers
Ohio
$421K
JGCM
209
Joseph Group Capital Management
Ohio
$410K
CAG
210
Csenge Advisory Group
Florida
$406K
KFP
211
KMG Fiduciary Partners
Ohio
$404K
MWA
212
Motive Wealth Advisors
Michigan
$390K
AC
213
Avant Capital
Louisiana
$379K
CWA
214
Centennial Wealth Advisory
Michigan
$375K
FWP
215
Falcon Wealth Planning
California
$373K
CCM
216
Condor Capital Management
New Jersey
$371K
TAP
217
Tounjian Advisory Partners
Florida
$363K
PMG
218
ProVise Management Group
Florida
$361K
KW
219
KWB Wealth
California
$359K
AWA
220
Acorn Wealth Advisors
Michigan
$350K
IWA
221
Inspirion Wealth Advisors
Illinois
$343K
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$332K
RCAG
223
Rehmann Capital Advisory Group
Michigan
$332K
AR
224
Apeiron RIA
Texas
$328K
WAG
225
Wallace Advisory Group
California
$319K