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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
301
Pinnacle Bancorp
Nebraska
$62K -$57.9K -729 -48%
CWM
302
Centricity Wealth Management
Ohio
$58.9K – – –
CFD
303
Creative Financial Designs
Indiana
$57.4K +$6.99K +88 +14%
ST
304
Smithfield Trust
Pennsylvania
$56K – – –
CA
305
CoreCap Advisors
Michigan
$54.8K +$3.65K +46 +7%
JGIA
306
Jackson Grant Investment Advisers
Connecticut
$49.8K +$238 +3 +0.5%
UB
307
UMB Bank
Missouri
$46K -$31.7K -399 -41%
BA
308
Ballast Advisors
Minnesota
$42.2K – – –
US Bancorp
309
US Bancorp
Minnesota
$41.2K -$4.61K -58 -10%
MAFA
310
MJT & Associates Financial Advisory
Minnesota
$39.6K – – –
JWA
311
JFS Wealth Advisors
Pennsylvania
$38K +$159 +2 +0.4%
MEG
312
Millstone Evans Group
Colorado
$35.9K – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$35.9K – – –
PS
314
Principal Securities
Iowa
$33.9K -$2.69M -33,903 -99%
AssetMark Inc
315
AssetMark Inc
California
$31.5K +$8.34K +105 +36%
VCM
316
Versant Capital Management
Arizona
$26.5K – – –
PGAM
317
Princeton Global Asset Management
New Jersey
$26K +$80 +1 +0.3%
WTFG
318
Wood Tarver Financial Group
Idaho
$26K – – –
SS
319
Sunbelt Securities
Texas
$24.9K +$13.9K +173 +125%
CWM
320
Copia Wealth Management
Oregon
$24.6K – – –
CBT
321
Crews Bank & Trust
Florida
$23.8K -$21K -265 -47%
FRA
322
Front Row Advisors
California
$23.8K – – –
FCT
323
Family Capital Trust
Massachusetts
$22.3K – – –
KFI
324
Key Financial Inc
Pennsylvania
$21.8K – – –
BA
325
Bristlecone Advisors
Washington
$21.1K – – –
11 12
13
14 15