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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
FF
201
Friday Financial
Iowa
$515K
KPWS
202
Kestra Private Wealth Services
Texas
$509K
TWM
203
Topsail Wealth Management
North Carolina
$504K
CC
204
Cultivar Capital
Texas
$502K
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$500K
CIA
206
Concurrent Investment Advisors
Florida
$493K
BAM
207
Belpointe Asset Management
Nevada
$489K
FCA
208
Fortis Capital Advisors
Kansas
$489K
QCM
209
QRG Capital Management
Illinois
$489K
MWM
210
Meridian Wealth Management
Kentucky
$485K
NG
211
Norden Group
Utah
$482K
CGA
212
Crescent Grove Advisors
Illinois
$480K
OGF
213
Orin Green Financial
California
$477K
MF
214
Meridian Financial
Massachusetts
$465K
JWCA
215
J.W. Cole Advisors
Florida
$458K
FNWA
216
Financial Network Wealth Advisors
Utah
$452K
IA
217
IFP Advisors
Florida
$450K
TWM
218
Trueblood Wealth Management
Ohio
$443K
FA
219
Flagstar Advisors
New York
$443K
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$435K
VA
221
Valmark Advisers
Ohio
$429K
KFAS
222
Keating Financial Advisory Services
Kansas
$423K
CAG
223
Csenge Advisory Group
Florida
$414K
KFP
224
KMG Fiduciary Partners
Ohio
$413K
VAG
225
VisionPoint Advisory Group
Texas
$412K