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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
251
Quadcap Wealth Management
Texas
$275K
GS
252
GTS Securities
New York
$273K -$1.88M -24,847 -88%
SDWMA
253
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K
AWA
254
Alta Wealth Advisors
Massachusetts
$269K -$2.42K -32 -0.9%
PCA
255
Prosperity Capital Advisors
Ohio
$268K +$255K +3,372 New
SIAS
256
Summit Investment Advisory Services
Minnesota
$267K +$15.8K +209 +7%
IWC
257
Integrated Wealth Concepts
Massachusetts
$267K -$150K -1,986 -37%
GA
258
Goldstein Advisors
Wisconsin
$258K +$41.2K +544 +20%
KPWM
259
KDK Private Wealth Management
Texas
$258K -$2.35K -31 -0.9%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$255K -$2.95K -39 -1%
PA
261
Persium Advisors
Georgia
$252K
CWM
262
Cornerstone Wealth Management
Missouri
$252K +$13.6K +179 +6%
DC
263
Destiny Capital
Colorado
$246K +$2.8K +37 +1%
CFG
264
Certior Financial Group
Pennsylvania
$246K -$14.5K -192 -6%
NAM
265
NTV Asset Management
West Virginia
$246K
M&T Bank
266
M&T Bank
New York
$245K +$234K +3,090 New
BFA
267
Beaumont Financial Advisors
Massachusetts
$245K -$8.18K -108 -3%
CTC
268
Central Trust Company
Missouri
$237K
SG
269
StoneX Group
New York
$236K +$225K +2,973 New
RWA
270
Redhawk Wealth Advisors
Minnesota
$229K +$1.14K +15 +0.5%
William Blair & Company
271
William Blair & Company
Illinois
$229K -$22.7K -300 -9%
UFAC
272
Urban Financial Advisory Corp
Illinois
$219K +$1.06K +14 +0.5%
VW
273
Vance Wealth
California
$218K
HI
274
Harbour Investments
Wisconsin
$216K +$2.04K +27 +1%
CWS
275
Cypress Wealth Services
California
$215K -$25.7K -340 -11%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.