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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
AO
251
Advisor OS
Illinois
$273K +$285K +3,545 New
P
252
&Partners
Tennessee
$271K -$98.3K -1,221 -26%
QWM
253
Quadcap Wealth Management
Texas
$266K
AWA
254
Alta Wealth Advisors
Massachusetts
$264K -$1.61K -20 -0.6%
BC
255
Burney Company
Virginia
$263K +$275K +3,410 New
MSAM
256
Moloney Securities Asset Management
Missouri
$263K +$59K +733 +27%
SDWMA
257
Schneider Downs Wealth Management Advisors
Pennsylvania
$262K
CFG
258
Certior Financial Group
Pennsylvania
$254K -$90.5K -1,124 -25%
KPWM
259
KDK Private Wealth Management
Texas
$252K -$9.5K -118 -3%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$250K -$81.4K -1,011 -24%
PTC
261
Private Trust Company
Ohio
$249K -$198K -2,464 -43%
BFA
262
Beaumont Financial Advisors
Massachusetts
$246K
William Blair & Company
263
William Blair & Company
Illinois
$245K
PA
264
Persium Advisors
Georgia
$245K
SIAS
265
Summit Investment Advisory Services
Minnesota
$243K -$11.6K -144 -4%
NAM
266
NTV Asset Management
West Virginia
$238K -$59.6K -740 -19%
EFS
267
Essex Financial Services
Connecticut
$238K
DC
268
Destiny Capital
Colorado
$236K -$3.46K -43 -1%
CWS
269
Cypress Wealth Services
California
$235K -$5.24K -65 -2%
CWM
270
Cornerstone Wealth Management
Missouri
$231K -$10.2K -127 -4%
CTC
271
Central Trust Company
Missouri
$230K -$9.26K -115 -4%
MWA
272
Motive Wealth Advisors
Michigan
$224K -$23.7K -294 -9%
RWA
273
Redhawk Wealth Advisors
Minnesota
$221K +$725 +9 +0.3%
GAB
274
German American Bancorp
Indiana
$218K
RWM
275
Rockwood Wealth Management
Pennsylvania
$214K +$224K +2,782 New

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.