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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$369K -$3.47M -43,141 -90%
PMG
227
ProVise Management Group
Florida
$369K -$13.5K -168 -3%
CAG
228
Csenge Advisory Group
Florida
$368K -$159K -1,969 -28%
FPCP
229
Fort Point Capital Partners
California
$367K +$886 +11 +0.2%
WWM
230
Western Wealth Management
Colorado
$357K +$158K +1,964 +74%
CCM
231
Condor Capital Management
New Jersey
$357K +$161 +2 +0%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$355K -$57.1K -709 -13%
WAG
233
Wallace Advisory Group
California
$353K -$11.1K -138 -3%
AC
234
Avant Capital
Louisiana
$347K -$81 -1 -0%
AR
235
Apeiron RIA
Texas
$347K -$2.9K -36 -0.8%
Brown Advisory
236
Brown Advisory
Maryland
$345K -$3.62K -45 -1%
AL
237
ACAS LLC
California
$345K -$36.1K -448 -9%
AAS
238
Ameritas Advisory Services
Nebraska
$344K +$2.17K +27 +0.6%
CWA
239
Centennial Wealth Advisory
Michigan
$338K -$1.08M -13,400 -75%
IWA
240
Inspirion Wealth Advisors
Illinois
$332K -$362K -4,500 -51%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$321K -$21.5K -267 -6%
FA
242
Flagstar Advisors
New York
$319K +$84.9K +1,054 +34%
AWA
243
Acorn Wealth Advisors
Michigan
$313K +$564 +7 +0.2%
MWPCG
244
Measured Wealth Private Client Group
New Hampshire
$307K -$242 -3 -0.1%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$304K +$9.42K +117 +3%
CA
246
Centerpoint Advisors
Massachusetts
$302K
NG
247
Norden Group
Utah
$301K -$7.01K -87 -2%
DWM
248
Drive Wealth Management
Utah
$293K -$20.4K -253 -6%
JWCA
249
J.W. Cole Advisors
Florida
$288K -$81.4K -1,011 -21%
AQR Capital Management
250
AQR Capital Management
Connecticut
$275K +$79.6K +988 +38%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.