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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B 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, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
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
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
Falcon Wealth Planning
California
$369K -$156K -1,968 -30%
FF
227
Friday Financial
Iowa
$362K -$28.8K -363 -7%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$362K -$4.05K -51 -1%
AAS
229
Ameritas Advisory Services
Nebraska
$360K +$19.6K +247 +6%
AC
230
Avant Capital
Louisiana
$359K +$1.35K +17 +0.4%
AL
231
ACAS LLC
California
$356K -$29.6K -358 -8%
AWA
232
Acorn Wealth Advisors
Michigan
$352K +$29.7K +374 +9%
RIM
233
Redwood Investment Management
Arizona
$346K +$346K +4,357 New
AR
234
Apeiron RIA
Texas
$342K -$15.4K -194 -4%
OBWG
235
Onyx Bridge Wealth Group
New York
$339K -$133K -1,671 -28%
CWA
236
Centennial Wealth Advisory
Michigan
$337K -$12.4K -156 -4%
Brown Advisory
237
Brown Advisory
Maryland
$336K -$20K -252 -6%
WAG
238
Wallace Advisory Group
California
$327K -$11.9K -155 -4%
MWPCG
239
Measured Wealth Private Client Group
New Hampshire
$316K -$159 -2 -0.1%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$316K +$2.78K +35 +0.9%
IWA
241
Inspirion Wealth Advisors
Illinois
$314K -$28.6K -360 -8%
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$303K -$27.6K -348 -8%
CA
243
Centerpoint Advisors
Massachusetts
$300K -$11.9K -150 -4%
DWM
244
Drive Wealth Management
Utah
$283K -$18.7K -235 -6%
KPWS
245
Kestra Private Wealth Services
Texas
$283K +$71.2K +896 +34%
TRCT
246
Tower Research Capital (TRC)
New York
$281K -$852K -10,725 -75%
GWM
247
Gibbs Wealth Management
Georgia
$276K +$276K +3,467 New
QWM
248
Quadcap Wealth Management
Texas
$275K – – –
GS
249
GTS Securities
New York
$273K -$1.97M -24,847 -88%
Corient Private Wealth
250
Corient Private Wealth
Florida
$271K +$271K +3,412 New
8 9
10
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