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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
AF
301
Advisornet Financial
Minnesota
$63K
CFS
302
Compass Financial Services
Iowa
$63K +$65.8K +817 New
CWM
303
Centricity Wealth Management
Ohio
$57.1K
ST
304
Smithfield Trust
Pennsylvania
$54K
CA
305
CoreCap Advisors
Michigan
$49.6K
CFD
306
Creative Financial Designs
Indiana
$48.9K
JGIA
307
Jackson Grant Investment Advisers
Connecticut
$48.1K +$161 +2 +0.3%
US Bancorp
308
US Bancorp
Minnesota
$44.5K -$30.4K -378 -40%
CBT
309
Crews Bank & Trust
Florida
$43.5K
CIAS
310
Capital Investment Advisory Services
North Carolina
$43.3K -$403 -5 -0.9%
BA
311
Ballast Advisors
Minnesota
$40.9K
MAFA
312
MJT & Associates Financial Advisory
Minnesota
$38.4K +$40.2K +499 New
JWA
313
JFS Wealth Advisors
Pennsylvania
$36.7K +$161 +2 +0.4%
MEG
314
Millstone Evans Group
Colorado
$34.8K
TAM
315
Tucker Asset Management
Colorado
$31.3K
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$30.2K
VCM
317
Versant Capital Management
Arizona
$25.7K +$26.8K +333 New
WTFG
318
Wood Tarver Financial Group
Idaho
$25.6K
PGAM
319
Princeton Global Asset Management
New Jersey
$25.1K -$10.1K -126 -28%
CWM
320
Copia Wealth Management
Oregon
$23.9K
T
321
Tidemark
California
$23.9K -$17.9K -222 -42%
FRA
322
Front Row Advisors
California
$23.1K
AssetMark Inc
323
AssetMark Inc
California
$22.4K -$1.45K -18 -6%
FCT
324
Family Capital Trust
Massachusetts
$21.6K +$2.42K +30 +12%
KFI
325
Key Financial Inc
Pennsylvania
$21.1K

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.