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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
MWM
201
Meridian Wealth Management
Kentucky
$465K
BWA
202
Burt Wealth Advisors
Maryland
$458K
NG
203
Norden Group
Utah
$455K
WI
204
WrapManager Inc
California
$438K
LWM
205
LongView Wealth Management
Georgia
$438K
FNWA
206
Financial Network Wealth Advisors
Utah
$437K
JWCA
207
J.W. Cole Advisors
Florida
$432K
TWM
208
Trueblood Wealth Management
Ohio
$430K
FA
209
Flagstar Advisors
New York
$428K
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$426K
IA
211
IFP Advisors
Florida
$426K
VA
212
Valmark Advisers
Ohio
$421K
JGCM
213
Joseph Group Capital Management
Ohio
$410K
CAG
214
Csenge Advisory Group
Florida
$406K
KFP
215
KMG Fiduciary Partners
Ohio
$404K
MWA
216
Motive Wealth Advisors
Michigan
$390K
AC
217
Avant Capital
Louisiana
$379K
CWA
218
Centennial Wealth Advisory
Michigan
$375K
FWP
219
Falcon Wealth Planning
California
$373K
CCM
220
Condor Capital Management
New Jersey
$371K
TAP
221
Tounjian Advisory Partners
Florida
$363K
PMG
222
ProVise Management Group
Florida
$361K
KW
223
KWB Wealth
California
$359K
AWA
224
Acorn Wealth Advisors
Michigan
$350K
IWA
225
Inspirion Wealth Advisors
Illinois
$343K