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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Western Wealth Management
Colorado
$211K -$157K -1,974 -43%
EFG
277
Embree Financial Group
Illinois
$211K -$8.5K -107 -4%
RWM
278
Rockwood Wealth Management
Pennsylvania
$208K -$12.6K -158 -6%
BC
279
Burney Company
Virginia
$205K -$65.5K -824 -24%
GAB
280
German American Bancorp
Indiana
$204K -$20.3K -256 -9%
DS
281
DRW Securities
Illinois
$202K +$202K +2,546 New
AP
282
Appleton Partners
Massachusetts
$202K -$8.76K -110 -4%
PTC
283
Private Trust Company
Ohio
$196K -$60.7K -764 -24%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$187K – – –
TCM
285
Tradewinds Capital Management
Washington
$182K +$874 +11 +0.5%
DFA
286
DHJJ Financial Advisors
Illinois
$181K – – –
S
287
Sachetta
Massachusetts
$165K +$238 +3 +0.1%
HNB
288
Huntington National Bank
Ohio
$159K -$154K – –
SPIA
289
Steward Partners Investment Advisory
New York
$152K +$18K +227 +13%
IHWM
290
Iron Horse Wealth Management
Iowa
$149K -$1.19K -15 -0.8%
SAM
291
Smartleaf Asset Management
Massachusetts
$134K +$51.3K +646 +62%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$121K +$397 +5 +0.3%
BA
293
Bellwether Advisors
Nebraska
$94K – – –
LBC
294
Lowe Brockenbrough & Co
Virginia
$87.9K +$87.9K +1,106 New
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$81K +$13.3K +168 +20%
NWM
296
Nova Wealth Management
Florida
$78.6K +$65.2K +821 +489%
TVWM
297
Tower View Wealth Management
Wisconsin
$77.4K +$397 +5 +0.5%
CIA
298
Choate Investment Advisors
Massachusetts
$76.1K +$76.1K +958 New
AF
299
Advisornet Financial
Minnesota
$65K – – –
CFS
300
Compass Financial Services
Iowa
$64.9K – – –
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12
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