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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$202K -$55.3K -672 -22%
CWS
277
Cypress Wealth Services
California
$201K -$24.7K -300 -11%
PTC
278
Private Trust Company
Ohio
$194K -$11.3K -137 -6%
TCM
279
Tradewinds Capital Management
Washington
$192K +$906 +11 +0.5%
DFA
280
DHJJ Financial Advisors
Illinois
$191K
S
281
Sachetta
Massachusetts
$174K
HNB
282
Huntington National Bank
Ohio
$167K
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$145K -$50.5K -613 -26%
SAM
284
Smartleaf Asset Management
Massachusetts
$140K
BCWM
285
Bartlett & Co Wealth Management
Ohio
$127K +$329 +4 +0.3%
ASN
286
Advisory Services Network
Georgia
$119K +$118K +1,428 New
CIA
287
Cape Investment Advisory
Georgia
$114K -$898K -10,899 -89%
LBC
288
Lowe Brockenbrough & Co
Virginia
$92.3K
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$90.5K +$89.4K +1,085 New
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$85.1K
TVWM
291
Tower View Wealth Management
Wisconsin
$81.7K +$329 +4 +0.4%
NWM
292
Nova Wealth Management
Florida
$74.1K -$8.23K -100 -10%
AG
293
AmeriFlex Group
Nevada
$72.6K +$70.3K +854 +5,338%
CFS
294
Compass Financial Services
Iowa
$68.1K
CFD
295
Creative Financial Designs
Indiana
$63.4K +$3.13K +38 +5%
AP
296
Atwood & Palmer
Missouri
$61.5K +$60.7K +737 New
ST
297
Smithfield Trust
Pennsylvania
$58K
US Bancorp
298
US Bancorp
Minnesota
$53.6K +$10.2K +124 +24%
JGIA
299
Jackson Grant Investment Advisers
Connecticut
$52.6K +$247 +3 +0.5%
CA
300
CoreCap Advisors
Michigan
$51K -$6.51K -79 -11%

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.