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State Street SPDR S&P 400 Mid Cap Value ETF

376 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 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: $ → $

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
376
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
IAA
201
Independent Advisor Alliance
North Carolina
$461K
MF
202
Meridian Financial
Massachusetts
$458K
WP
203
WealthPLAN Partners
Nebraska
$458K
FNWA
204
Financial Network Wealth Advisors
Utah
$456K
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$453K
SM
206
Sensible Money
Arizona
$453K
TWM
207
Topsail Wealth Management
North Carolina
$449K
FTS
208
Fifth Third Securities
Ohio
$446K
MWM
209
Meridian Wealth Management
Kentucky
$443K
SL
210
SWMG LLC
Texas
$438K
IA
211
IFP Advisors
Florida
$430K
NG
212
Norden Group
Utah
$430K
AWM
213
Able Wealth Management
New Jersey
$429K
PIA
214
Perennial Investment Advisors
California
$421K
JGCM
215
Joseph Group Capital Management
Ohio
$419K
LWM
216
LongView Wealth Management
Georgia
$415K
JWCA
217
J.W. Cole Advisors
Florida
$411K
TWM
218
Trueblood Wealth Management
Ohio
$408K
FA
219
Flagstar Advisors
New York
$406K
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$406K
BWA
221
Burt Wealth Advisors
Maryland
$401K
CAG
222
Csenge Advisory Group
Florida
$387K
FPCP
223
Fort Point Capital Partners
California
$386K
KFP
224
KMG Fiduciary Partners
Ohio
$385K
PMG
225
ProVise Management Group
Florida
$381K