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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57% → 75.75% (-0.82%)

4% less funds holding

Funds holding: 379 → 362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.82M
3
AWM
AE Wealth Management
Kansas
+$7.63M
4
RIM
Redwood Investment Management
Arizona
+$4.62M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$22.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$19.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
4
CIM
Confluence Investment Management
Missouri
-$9.91M
5
KW
KWB Wealth
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
226
Inspirion Wealth Advisors
Illinois
$343K +$29.6K +360 +9%
MWPCG
227
Measured Wealth Private Client Group
New Hampshire
$332K +$165 +2 +0.1%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$332K +$412 +5 +0.1%
AR
229
Apeiron RIA
Texas
$328K -$26.1K -317 -7%
WAG
230
Wallace Advisory Group
California
$319K -$19K -231 -5%
CA
231
Centerpoint Advisors
Massachusetts
$315K – – –
AAS
232
Ameritas Advisory Services
Nebraska
$311K -$66.2K -804 -18%
CC
233
Cultivar Capital
Texas
$290K +$287K +3,480 New
QWM
234
Quadcap Wealth Management
Texas
$288K – – –
SDWMA
235
Schneider Downs Wealth Management Advisors
Pennsylvania
$283K – – –
KPWS
236
Kestra Private Wealth Services
Texas
$276K -$21.1K -256 -7%
IWC
237
Integrated Wealth Concepts
Massachusetts
$275K -$5.52K -67 -2%
AWA
238
Alta Wealth Advisors
Massachusetts
$272K -$10.5K -127 -4%
GA
239
Goldstein Advisors
Wisconsin
$271K – – –
KPWM
240
KDK Private Wealth Management
Texas
$268K -$2.22K -27 -0.8%
RPGK
241
Retirement Planning Group (Kansas)
Kansas
$267K – – –
Bank of New York Mellon
242
Bank of New York Mellon
New York
$267K -$112K -1,358 -30%
SIAS
243
Summit Investment Advisory Services
Minnesota
$267K -$14K -170 -5%
PA
244
Persium Advisors
Georgia
$265K – – –
PIA
245
Perennial Investment Advisors
California
$260K -$180K -2,180 -41%
DC
246
Destiny Capital
Colorado
$259K – – –
NAM
247
NTV Asset Management
West Virginia
$258K – – –
BFA
248
Beaumont Financial Advisors
Massachusetts
$257K – – –
VAG
249
VisionPoint Advisory Group
Texas
$257K +$254K +3,080 New
FCH
250
Freestone Capital Holdings
Washington
$252K +$249K +3,018 New
8 9
10
11 12

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.