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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
226
ProVise Management Group
Florida
$369K -$12.9K -168 -3%
CAG
227
Csenge Advisory Group
Florida
$368K -$141K -1,969 -28%
FPCP
228
Fort Point Capital Partners
California
$367K +$847 +11 +0.2%
WWM
229
Western Wealth Management
Colorado
$357K +$151K +1,964 +74%
CCM
230
Condor Capital Management
New Jersey
$357K +$154 +2 +0%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$355K -$54.6K -709 -13%
WAG
232
Wallace Advisory Group
California
$353K -$11.1K -138 -3%
AC
233
Avant Capital
Louisiana
$347K -$77 -1 -0%
AR
234
Apeiron RIA
Texas
$347K -$2.77K -36 -0.8%
Brown Advisory
235
Brown Advisory
Maryland
$345K -$3.47K -45 -1%
AL
236
ACAS LLC
California
$345K -$33.1K -448 -9%
AAS
237
Ameritas Advisory Services
Nebraska
$344K +$2.16K +27 +0.6%
CWA
238
Centennial Wealth Advisory
Michigan
$338K -$1.03M -13,400 -75%
IWA
239
Inspirion Wealth Advisors
Illinois
$332K -$347K -4,500 -51%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$321K -$20.6K -267 -6%
FA
241
Flagstar Advisors
New York
$319K +$81.2K +1,054 +34%
AWA
242
Acorn Wealth Advisors
Michigan
$313K +$539 +7 +0.2%
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$307K -$231 -3 -0.1%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$304K +$9.02K +117 +3%
CA
245
Centerpoint Advisors
Massachusetts
$302K – – –
NG
246
Norden Group
Utah
$301K -$6.7K -87 -2%
DWM
247
Drive Wealth Management
Utah
$293K -$19.5K -253 -6%
JWCA
248
J.W. Cole Advisors
Florida
$288K -$77.9K -1,011 -21%
AQR Capital Management
249
AQR Capital Management
Connecticut
$275K +$76.1K +988 +38%
AO
250
Advisor OS
Illinois
$273K +$273K +3,545 New
8 9
10
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