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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Centricity Wealth Management
Ohio
$57.1K – – –
ST
302
Smithfield Trust
Pennsylvania
$54K – – –
CA
303
CoreCap Advisors
Michigan
$49.6K – – –
CFD
304
Creative Financial Designs
Indiana
$48.9K – – –
JGIA
305
Jackson Grant Investment Advisers
Connecticut
$48.1K +$154 +2 +0.3%
US Bancorp
306
US Bancorp
Minnesota
$44.5K -$29.1K -378 -40%
CBT
307
Crews Bank & Trust
Florida
$43.5K – – –
CIAS
308
Capital Investment Advisory Services
North Carolina
$43.3K -$385 -5 -0.9%
BA
309
Ballast Advisors
Minnesota
$40.9K – – –
MAFA
310
MJT & Associates Financial Advisory
Minnesota
$38.4K +$38.4K +499 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$36.7K +$154 +2 +0.4%
MEG
312
Millstone Evans Group
Colorado
$34.8K – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$30.2K – – –
VCM
314
Versant Capital Management
Arizona
$25.7K +$25.7K +333 New
WTFG
315
Wood Tarver Financial Group
Idaho
$25.6K – – –
PGAM
316
Princeton Global Asset Management
New Jersey
$25.1K -$9.7K -126 -28%
CWM
317
Copia Wealth Management
Oregon
$23.9K – – –
T
318
Tidemark
California
$23.9K -$17.1K -222 -42%
FRA
319
Front Row Advisors
California
$23.1K – – –
AssetMark Inc
320
AssetMark Inc
California
$22.4K -$1.39K -18 -6%
FCT
321
Family Capital Trust
Massachusetts
$21.6K +$2.31K +30 +12%
KFI
322
Key Financial Inc
Pennsylvania
$21.1K – – –
NS
323
NBC Securities
Alabama
$21K +$21K +274 New
BA
324
Bristlecone Advisors
Washington
$20.5K – – –
RJA
325
Ross\Johnson & Associates
Minnesota
$20K +$20K +260 New
11 12
13
14 15