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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
276
BIP Wealth
Georgia
$225K +$230K +2,802 New
EFG
277
Embree Financial Group
Illinois
$221K -$5.09K -62 -2%
AWM
278
Aviso Wealth Management
Washington
$221K -$18.8K -229 -8%
ST
279
Somerset Trust
Pennsylvania
$219K
CFG
280
CMC Financial Group
Georgia
$218K +$223K +2,720 New
GA
281
Goldstein Advisors
Wisconsin
$217K +$411 +5 +0.2%
HI
282
Harbour Investments
Wisconsin
$217K +$246 +3 +0.1%
VW
283
Vance Wealth
California
$216K +$3.78K +46 +2%
MSAM
284
Moloney Securities Asset Management
Missouri
$215K -$38.5K -468 -15%
AP
285
Appleton Partners
Massachusetts
$214K -$10.7K -130 -5%
WWM
286
Western Wealth Management
Colorado
$214K +$219K +2,665 New
Baird Financial Group
287
Baird Financial Group
Wisconsin
$212K +$217K +2,640 New
AQR Capital Management
288
AQR Capital Management
Connecticut
$207K +$212K +2,575 New
DS
289
DRW Securities
Illinois
$204K
SG
290
StoneX Group
New York
$201K -$15K -183 -7%
NA
291
Note Advisors
New York
$200K +$205K +2,495 New
WSFS
292
Wilmington Savings Fund Society
Delaware
$198K +$201K +2,450 +11,667%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$189K
DFA
294
DHJJ Financial Advisors
Illinois
$183K
TCM
295
Tradewinds Capital Management
Washington
$183K +$1.07K +13 +0.6%
CFGS
296
Concourse Financial Group Securities
Alabama
$175K -$20.5K -249 -11%
S
297
Sachetta
Massachusetts
$165K +$1.56K +19 +0.9%
HNB
298
Huntington National Bank
Ohio
$160K
IHWM
299
Iron Horse Wealth Management
Iowa
$153K -$2.63K -32 -2%
PB
300
Pinnacle Bancorp
Nebraska
$130K +$64.2K +782 +93%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.