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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$381K
MWA
227
Motive Wealth Advisors
Michigan
$371K +$134K +1,765 +61%
CCM
228
Condor Capital Management
New Jersey
$369K +$1.51K +20 +0.4%
FWP
229
Falcon Wealth Planning
California
$369K -$149K -1,968 -30%
FF
230
Friday Financial
Iowa
$362K -$27.5K -363 -7%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$362K -$3.86K -51 -1%
AAS
232
Ameritas Advisory Services
Nebraska
$360K +$18.7K +247 +6%
AC
233
Avant Capital
Louisiana
$359K +$1.29K +17 +0.4%
AL
234
ACAS LLC
California
$356K -$27.1K -358 -8%
AWA
235
Acorn Wealth Advisors
Michigan
$352K +$28.3K +374 +9%
RIM
236
Redwood Investment Management
Arizona
$346K +$330K +4,357 New
AR
237
Apeiron RIA
Texas
$342K -$14.7K -194 -4%
OBWG
238
Onyx Bridge Wealth Group
New York
$339K -$127K -1,671 -28%
CWA
239
Centennial Wealth Advisory
Michigan
$337K -$11.8K -156 -4%
Brown Advisory
240
Brown Advisory
Maryland
$336K -$19.1K -252 -6%
WAG
241
Wallace Advisory Group
California
$327K -$11.7K -155 -4%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$316K -$151 -2 -0.1%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$316K +$2.65K +35 +0.9%
IWA
244
Inspirion Wealth Advisors
Illinois
$314K -$27.3K -360 -8%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$303K -$26.4K -348 -8%
CA
246
Centerpoint Advisors
Massachusetts
$300K -$11.4K -150 -4%
DWM
247
Drive Wealth Management
Utah
$283K -$17.8K -235 -6%
KPWS
248
Kestra Private Wealth Services
Texas
$283K +$67.8K +896 +34%
TRCT
249
Tower Research Capital (TRC)
New York
$281K -$812K -10,725 -75%
GWM
250
Gibbs Wealth Management
Georgia
$276K +$54.4K +719 +26%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.