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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

370 hedge funds and large institutions have $1.82B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 145 reducing their positions, and 20 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
4.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
126
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$66.9M
2
BEI
2
Benjamin Edwards Inc
Missouri
$56.8M
3
PA
3
Prism Advisors
California
$6.87M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
5
CIM
5
Confluence Investment Management
Missouri
$24.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$187M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.54M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$187M 2,272,842 -246,815 -10%
NP
2
NorthRock Partners
Minnesota
$109M 1,369,003 +40,782 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$102M 1,287,112 -3,760 -0.3%
LPL Financial
4
LPL Financial
California
$85.9M 1,081,722 -54,428 -5%
Stifel Financial
5
Stifel Financial
Missouri
$66.9M 842,491 +173,786 +26%
Morgan Stanley
6
Morgan Stanley
New York
$58.6M 737,563 +13,065 +2%
BEI
7
Benjamin Edwards Inc
Missouri
$56.8M 714,877 +148,218 +26%
LFS
8
Lutz Financial Services
Nebraska
$55.7M 701,235 -2,760 -0.4%
FWP
9
FAS Wealth Partners
Kansas
$46.7M 588,546 +32,259 +6%
AWM
10
AE Wealth Management
Kansas
$45.2M 569,021 +10,978 +2%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$44.2M 555,840 -45,459 -8%
Wells Fargo
12
Wells Fargo
California
$38M 478,833 -13,383 -3%
APP
13
Avantax Planning Partners
Iowa
$37.6M 472,930 +60,788 +15%
CNBT
14
Canandaigua National Bank & Trust
New York
$31.5M 396,825 -2,687 -0.7%
KA
15
Klingman & Associates
New York
$29.6M 372,304 +26,152 +8%
FPF
16
First Pacific Financial
Washington
$28.5M 358,986 +5,805 +2%
FNT
17
First National Trust
Pennsylvania
$28.5M 358,855 +17,860 +5%
EH
18
Equitable Holdings
New York
$25.7M 323,016 +32,425 +11%
CIM
19
Confluence Investment Management
Missouri
$24.5M 308,171 +64,311 +26%
CF
20
Convergence Financial
Missouri
$22.4M 282,007 +14,236 +5%
GIA
21
GHP Investment Advisors
Colorado
$22.1M 278,533 +3,228 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$21.6M 271,959 +29,789 +12%
Goldman Sachs
23
Goldman Sachs
New York
$19.6M 246,184 -14,841 -6%
ADL
24
Asset Dedication LLC
California
$17.7M 222,564 -3,452 -2%
RA
25
Rodgers & Associates
Pennsylvania
$17.1M 215,566 -527 -0.2%
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