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SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
201
Onyx Bridge Wealth Group
New York
$458K
CGA
202
Crescent Grove Advisors
Illinois
$452K
SWM
203
Silverlake Wealth Management
Vermont
$446K
MF
204
Meridian Financial
Massachusetts
$444K
WP
205
WealthPLAN Partners
Nebraska
$444K
MWM
206
Meridian Wealth Management
Kentucky
$441K
SM
207
Sensible Money
Arizona
$439K
Comerica Bank
208
Comerica Bank
Texas
$438K
FAIM
209
Financial Advocates Investment Management
Washington
$431K
TWM
210
Topsail Wealth Management
North Carolina
$426K
IA
211
IFP Advisors
Florida
$426K
FTS
212
Fifth Third Securities
Ohio
$414K
SL
213
SWMG LLC
Texas
$414K
OGF
214
Orin Green Financial
California
$413K
IWC
215
Integrated Wealth Concepts
Massachusetts
$412K
JGCM
216
Joseph Group Capital Management
Ohio
$407K
LWM
217
LongView Wealth Management
Georgia
$401K
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$394K
TWM
219
Trueblood Wealth Management
Ohio
$393K
BWA
220
Burt Wealth Advisors
Maryland
$389K
FF
221
Friday Financial
Iowa
$385K
AWS
222
Atria Wealth Solutions
New York
$383K
Two Sigma Investments
223
Two Sigma Investments
New York
$378K
KFP
224
KMG Fiduciary Partners
Ohio
$374K
IAA
225
Independent Advisor Alliance
North Carolina
$369K