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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
276
Embree Financial Group
Illinois
$213K
GWM
277
Gibbs Wealth Management
Georgia
$212K +$221K +2,748 New
UFAC
278
Urban Financial Advisory Corp
Illinois
$211K -$6.93K -86 -3%
VW
279
Vance Wealth
California
$211K +$3.22K +40 +1%
AWM
280
Aviso Wealth Management
Washington
$211K -$1.85K -23 -0.8%
GA
281
Goldstein Advisors
Wisconsin
$208K -$403 -5 -0.2%
HI
282
Harbour Investments
Wisconsin
$208K -$483 -6 -0.2%
KPWS
283
Kestra Private Wealth Services
Texas
$205K +$215K +2,665 New
AP
284
Appleton Partners
Massachusetts
$204K -$2.01K -25 -0.9%
AFG
285
ABLE Financial Group
Arizona
$203K -$75.9K -943 -26%
ST
286
Somerset Trust
Pennsylvania
$202K -$9.42K -117 -4%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$182K
DFA
288
DHJJ Financial Advisors
Illinois
$176K
TCM
289
Tradewinds Capital Management
Washington
$176K +$564 +7 +0.3%
S
290
Sachetta
Massachusetts
$160K +$1.21K +15 +0.7%
HNB
291
Huntington National Bank
Ohio
$154K
IHWM
292
Iron Horse Wealth Management
Iowa
$145K -$1.37K -17 -0.9%
SPIA
293
Steward Partners Investment Advisory
New York
$130K -$91.6K -1,137 -40%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$117K +$242 +3 +0.2%
PB
295
Pinnacle Bancorp
Nebraska
$116K -$8.78K -109 -7%
BA
296
Bellwether Advisors
Nebraska
$91.1K
SAM
297
Smartleaf Asset Management
Massachusetts
$79.8K +$81.7K +1,015 +3,904%
UB
298
UMB Bank
Missouri
$75.4K
TVWM
299
Tower View Wealth Management
Wisconsin
$74.7K +$66K +819 +542%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$65.6K +$44.5K +553 +185%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.