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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
251
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K – – –
AWA
252
Alta Wealth Advisors
Massachusetts
$269K -$2.54K -32 -0.9%
PCA
253
Prosperity Capital Advisors
Ohio
$268K +$268K +3,372 New
IWC
254
Integrated Wealth Concepts
Massachusetts
$267K -$158K -1,986 -37%
GA
255
Goldstein Advisors
Wisconsin
$258K +$43.2K +544 +20%
KPWM
256
KDK Private Wealth Management
Texas
$258K -$2.46K -31 -0.9%
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$255K -$3.1K -39 -1%
PA
258
Persium Advisors
Georgia
$252K – – –
CWM
259
Cornerstone Wealth Management
Missouri
$252K +$14.2K +179 +6%
DC
260
Destiny Capital
Colorado
$246K +$2.94K +37 +1%
CFG
261
Certior Financial Group
Pennsylvania
$246K -$15.2K -192 -6%
NAM
262
NTV Asset Management
West Virginia
$246K – – –
M&T Bank
263
M&T Bank
New York
$245K +$245K +3,090 New
BFA
264
Beaumont Financial Advisors
Massachusetts
$245K -$8.58K -108 -3%
CTC
265
Central Trust Company
Missouri
$237K – – –
SG
266
StoneX Group
New York
$236K +$236K +2,973 New
RWA
267
Redhawk Wealth Advisors
Minnesota
$229K +$1.19K +15 +0.5%
William Blair & Company
268
William Blair & Company
Illinois
$229K -$23.8K -300 -9%
UFAC
269
Urban Financial Advisory Corp
Illinois
$219K +$1.11K +14 +0.5%
VW
270
Vance Wealth
California
$218K – – –
HI
271
Harbour Investments
Wisconsin
$216K +$2.15K +27 +1%
CWS
272
Cypress Wealth Services
California
$215K -$27K -340 -11%
AWM
273
Aviso Wealth Management
Washington
$215K -$2.22K -28 -1%
CIAS
274
Capital Investment Advisory Services
North Carolina
$213K +$168K +2,117 +377%
MFWP
275
Mosaic Family Wealth Partners
Missouri
$212K +$212K +2,669 New
9 10
11
12 13