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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 %
P
251
&Partners
Tennessee
$271K -$93.6K -1,221 -26%
QWM
252
Quadcap Wealth Management
Texas
$266K – – –
AWA
253
Alta Wealth Advisors
Massachusetts
$264K -$1.54K -20 -0.6%
BC
254
Burney Company
Virginia
$263K +$263K +3,410 New
MSAM
255
Moloney Securities Asset Management
Missouri
$263K +$56.5K +733 +27%
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$262K – – –
CFG
257
Certior Financial Group
Pennsylvania
$254K -$86.6K -1,124 -25%
KPWM
258
KDK Private Wealth Management
Texas
$252K -$9.09K -118 -3%
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$250K -$77.9K -1,011 -24%
PTC
260
Private Trust Company
Ohio
$249K -$190K -2,464 -43%
BFA
261
Beaumont Financial Advisors
Massachusetts
$246K – – –
William Blair & Company
262
William Blair & Company
Illinois
$245K – – –
PA
263
Persium Advisors
Georgia
$245K – – –
SIAS
264
Summit Investment Advisory Services
Minnesota
$243K -$11.1K -144 -4%
NAM
265
NTV Asset Management
West Virginia
$238K -$57K -740 -19%
EFS
266
Essex Financial Services
Connecticut
$238K – – –
DC
267
Destiny Capital
Colorado
$236K -$3.31K -43 -1%
CWS
268
Cypress Wealth Services
California
$235K -$5.01K -65 -2%
CWM
269
Cornerstone Wealth Management
Missouri
$231K -$9.79K -127 -4%
CTC
270
Central Trust Company
Missouri
$230K -$8.86K -115 -4%
MWA
271
Motive Wealth Advisors
Michigan
$224K -$22.7K -294 -9%
RWA
272
Redhawk Wealth Advisors
Minnesota
$221K +$693 +9 +0.3%
GAB
273
German American Bancorp
Indiana
$218K – – –
RWM
274
Rockwood Wealth Management
Pennsylvania
$214K +$214K +2,782 New
EFG
275
Embree Financial Group
Illinois
$213K – – –
9 10
11
12 13