We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57% → 75.75% (-0.82%)

4% less funds holding

Funds holding: 379 → 362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.82M
3
AWM
AE Wealth Management
Kansas
+$7.63M
4
RIM
Redwood Investment Management
Arizona
+$4.62M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$22.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$19.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
4
CIM
Confluence Investment Management
Missouri
-$9.91M
5
KW
KWB Wealth
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$249K -$15.4K -187 -6%
GWM
252
Gibbs Wealth Management
Georgia
$245K -$43.9K -533 -15%
CFG
253
Certior Financial Group
Pennsylvania
$241K -$17.4K -211 -7%
CTC
254
Central Trust Company
Missouri
$241K -$8.23K -100 -3%
RWA
255
Redhawk Wealth Advisors
Minnesota
$238K -$2.47K -30 -1%
UFAC
256
Urban Financial Advisory Corp
Illinois
$231K +$1.07K +13 +0.5%
HI
257
Harbour Investments
Wisconsin
$227K +$82 +1 +0%
CAGAS
258
Capital Advisory Group Advisory Services
Minnesota
$226K -$90.6K -1,100 -29%
SG
259
StoneX Group
New York
$225K -$22.9K -278 -9%
CIAS
260
Capital Investment Advisory Services
North Carolina
$223K – – –
WWM
261
Western Wealth Management
Colorado
$222K +$494 +6 +0.2%
VW
262
Vance Wealth
California
$221K -$7.08K -86 -3%
William Blair & Company
263
William Blair & Company
Illinois
$220K -$20.2K -245 -8%
AAS
264
Annex Advisory Services
Wisconsin
$220K +$217K +2,640 New
FIA
265
Foundations Investment Advisors
Arizona
$219K +$216K +2,628 New
RWM
266
Rockwood Wealth Management
Pennsylvania
$219K – – –
DWM
267
Drive Wealth Management
Utah
$219K -$77.7K -943 -26%
GAB
268
German American Bancorp
Indiana
$214K – – –
AP
269
Appleton Partners
Massachusetts
$212K – – –
BAS
270
Breakthru Advisory Services
Wisconsin
$212K +$209K +2,540 New
DS
271
DRW Securities
Illinois
$211K – – –
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$206K -$3.53M -42,893 -95%
PP
273
PDS Planning
Ohio
$206K +$203K +2,468 New
NA
274
Note Advisors
New York
$205K +$202K +2,457 New
ST
275
Somerset Trust
Pennsylvania
$205K +$202K +2,456 New
9 10
11
12 13

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.