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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$122K -$7.15K -87 -5%
BA
302
Bellwether Advisors
Nebraska
$94.9K +$97.2K +1,183 New
UB
303
UMB Bank
Missouri
$78.4K
US Bancorp
304
US Bancorp
Minnesota
$76.6K
EWM
305
EPG Wealth Management
Georgia
$67.6K +$411 +5 +0.6%
AF
306
Advisornet Financial
Minnesota
$65.6K -$1.23K -15 -2%
CWM
307
Centricity Wealth Management
Ohio
$59.4K +$60.9K +741 New
ST
308
Smithfield Trust
Pennsylvania
$56K
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$52K +$38K +462 +247%
CA
310
CoreCap Advisors
Michigan
$51.6K
CFD
311
Creative Financial Designs
Indiana
$50.9K
JGIA
312
Jackson Grant Investment Advisers
Connecticut
$49.9K +$329 +4 +0.6%
PA
313
PSI Advisors
Florida
$47.1K +$164 +2 +0.3%
CIAS
314
Capital Investment Advisory Services
North Carolina
$45.5K +$411 +5 +0.9%
CBT
315
Crews Bank & Trust
Florida
$45.3K +$46.4K +565 New
T
316
Tidemark
California
$42.7K
BA
317
Ballast Advisors
Minnesota
$42.6K
JWA
318
JFS Wealth Advisors
Pennsylvania
$38.1K +$164 +2 +0.4%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$36.4K +$3.2K +39 +9%
PGAM
320
Princeton Global Asset Management
New Jersey
$36.3K +$164 +2 +0.4%
MEG
321
Millstone Evans Group
Colorado
$36.3K +$37.1K +452 New
TAM
322
Tucker Asset Management
Colorado
$32.6K
NB
323
NBT Bank
New York
$31.9K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$28.1K +$26.2K +319 +997%
CJ
325
Caitlin John
Michigan
$26.5K

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.