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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Aviso Wealth Management
Washington
$215K -$2.12K -28 -1%
CIAS
277
Capital Investment Advisory Services
North Carolina
$213K +$160K +2,117 +377%
MFWP
278
Mosaic Family Wealth Partners
Missouri
$212K +$202K +2,669 New
WWM
279
Western Wealth Management
Colorado
$211K -$149K -1,974 -43%
EFG
280
Embree Financial Group
Illinois
$211K -$8.1K -107 -4%
RWM
281
Rockwood Wealth Management
Pennsylvania
$208K -$12K -158 -6%
BC
282
Burney Company
Virginia
$205K -$62.4K -824 -24%
GAB
283
German American Bancorp
Indiana
$204K -$19.4K -256 -9%
DS
284
DRW Securities
Illinois
$202K +$193K +2,546 New
AP
285
Appleton Partners
Massachusetts
$202K -$8.33K -110 -4%
PTC
286
Private Trust Company
Ohio
$196K -$57.9K -764 -24%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$187K
TCM
288
Tradewinds Capital Management
Washington
$182K +$833 +11 +0.5%
DFA
289
DHJJ Financial Advisors
Illinois
$181K
S
290
Sachetta
Massachusetts
$165K +$227 +3 +0.1%
HNB
291
Huntington National Bank
Ohio
$159K
SPIA
292
Steward Partners Investment Advisory
New York
$152K +$17.2K +227 +13%
IHWM
293
Iron Horse Wealth Management
Iowa
$149K -$1.14K -15 -0.8%
SAM
294
Smartleaf Asset Management
Massachusetts
$134K +$48.9K +646 +62%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$121K +$379 +5 +0.3%
BA
296
Bellwether Advisors
Nebraska
$94K
LBC
297
Lowe Brockenbrough & Co
Virginia
$87.8K +$83.8K +1,106 New
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$81K +$12.7K +168 +20%
NWM
299
Nova Wealth Management
Florida
$78.6K +$62.2K +821 +489%
TVWM
300
Tower View Wealth Management
Wisconsin
$77.4K +$379 +5 +0.5%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.