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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFAC
276
Urban Financial Advisory Corp
Illinois
$211K -$6.63K -86 -3%
VW
277
Vance Wealth
California
$211K +$3.08K +40 +1%
AWM
278
Aviso Wealth Management
Washington
$211K -$1.77K -23 -0.8%
GA
279
Goldstein Advisors
Wisconsin
$208K -$385 -5 -0.2%
HI
280
Harbour Investments
Wisconsin
$208K -$462 -6 -0.2%
KPWS
281
Kestra Private Wealth Services
Texas
$205K +$205K +2,665 New
AP
282
Appleton Partners
Massachusetts
$204K -$1.93K -25 -0.9%
AFG
283
ABLE Financial Group
Arizona
$203K -$72.7K -943 -26%
ST
284
Somerset Trust
Pennsylvania
$202K -$9.02K -117 -4%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$182K – – –
DFA
286
DHJJ Financial Advisors
Illinois
$176K – – –
TCM
287
Tradewinds Capital Management
Washington
$176K +$539 +7 +0.3%
S
288
Sachetta
Massachusetts
$160K +$1.16K +15 +0.7%
HNB
289
Huntington National Bank
Ohio
$154K -$160K – –
IHWM
290
Iron Horse Wealth Management
Iowa
$145K -$1.31K -17 -0.9%
SPIA
291
Steward Partners Investment Advisory
New York
$130K -$87.6K -1,137 -40%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$117K +$231 +3 +0.2%
PB
293
Pinnacle Bancorp
Nebraska
$116K -$8.4K -109 -7%
BA
294
Bellwether Advisors
Nebraska
$91.1K – – –
SAM
295
Smartleaf Asset Management
Massachusetts
$79.8K +$77.9K +1,015 +3,904%
UB
296
UMB Bank
Missouri
$75.4K – – –
TVWM
297
Tower View Wealth Management
Wisconsin
$74.7K +$63.1K +819 +542%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$65.6K +$42.6K +553 +185%
AF
299
Advisornet Financial
Minnesota
$63K – – –
CFS
300
Compass Financial Services
Iowa
$63K +$63K +817 New
10 11
12
13 14