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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Topsail Wealth Management
North Carolina
$401K +$410K +4,995 New
PMG
227
ProVise Management Group
Florida
$398K
FAIM
228
Financial Advocates Investment Management
Washington
$397K +$5.83K +71 +1%
KFP
229
KMG Fiduciary Partners
Ohio
$389K
TWM
230
Trueblood Wealth Management
Ohio
$388K
P
231
&Partners
Tennessee
$384K +$147K +1,793 +60%
FF
232
Friday Financial
Iowa
$381K +$391K +4,756 New
JWCA
233
J.W. Cole Advisors
Florida
$381K +$10.4K +126 +3%
FPCP
234
Fort Point Capital Partners
California
$381K +$1.73K +21 +0.4%
TRCT
235
Tower Research Capital (TRC)
New York
$378K -$617K -7,510 -61%
CCM
236
Condor Capital Management
New Jersey
$371K -$4.68K -57 -1%
AR
237
Apeiron RIA
Texas
$364K -$26.4K -321 -7%
Brown Advisory
238
Brown Advisory
Maryland
$363K
AC
239
Avant Capital
Louisiana
$362K +$371K +4,510 New
WAG
240
Wallace Advisory Group
California
$360K -$17.3K -211 -4%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$355K -$822 -10 -0.2%
CFG
242
Certior Financial Group
Pennsylvania
$354K +$363K +4,417 New
AAS
243
Ameritas Advisory Services
Nebraska
$342K +$5.09K +62 +1%
RPGK
244
Retirement Planning Group (Kansas)
Kansas
$341K +$83K +1,010 +31%
DWM
245
Drive Wealth Management
Utah
$325K -$5.09K -62 -2%
AWA
246
Acorn Wealth Advisors
Michigan
$325K -$11.7K -142 -3%
EE
247
EWG Elevate
California
$323K +$331K +4,034 New
NG
248
Norden Group
Utah
$321K +$75K +913 +30%
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$320K -$3.12K -38 -0.9%
CA
250
Centerpoint Advisors
Massachusetts
$315K

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.