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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
251
NTV Asset Management
West Virginia
$308K +$9.04K +110 +3%
RCAG
252
Rehmann Capital Advisory Group
Michigan
$307K +$40.8K +496 +15%
AFG
253
ABLE Financial Group
Arizona
$287K -$24.3K -296 -8%
QWM
254
Quadcap Wealth Management
Texas
$277K
AWA
255
Alta Wealth Advisors
Massachusetts
$276K +$283K +3,443 New
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K -$20.5K -249 -7%
KPWM
257
KDK Private Wealth Management
Texas
$272K +$279K +3,394 New
BAS
258
Breakthru Advisory Services
Wisconsin
$267K +$274K +3,329 New
SIAS
259
Summit Investment Advisory Services
Minnesota
$265K +$29.3K +357 +12%
MWA
260
Motive Wealth Advisors
Michigan
$257K -$44.9K -546 -15%
BFA
261
Beaumont Financial Advisors
Massachusetts
$256K
William Blair & Company
262
William Blair & Company
Illinois
$256K
PA
263
Persium Advisors
Georgia
$255K +$261K +3,175 New
CWM
264
Cornerstone Wealth Management
Missouri
$250K -$36.6K -446 -13%
CWS
265
Cypress Wealth Services
California
$250K -$20.5K -250 -7%
DC
266
Destiny Capital
Colorado
$249K -$1.48K -18 -0.6%
CTC
267
Central Trust Company
Missouri
$249K +$21.8K +265 +9%
FA
268
Flagstar Advisors
New York
$248K +$575 +7 +0.2%
EFS
269
Essex Financial Services
Connecticut
$248K
PCIA
270
Prime Capital Investment Advisors
Kansas
$237K +$8.54K +104 +4%
RWA
271
Redhawk Wealth Advisors
Minnesota
$230K -$2.55K -31 -1%
UFAC
272
Urban Financial Advisory Corp
Illinois
$227K +$1.4K +17 +0.6%
TYCC
273
Texas Yale Capital Corp
Florida
$227K
GAB
274
German American Bancorp
Indiana
$226K
SPIA
275
Steward Partners Investment Advisory
New York
$226K +$9.86K +120 +4%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.