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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$76.1K +$72.5K +958 New
AF
302
Advisornet Financial
Minnesota
$65K
CFS
303
Compass Financial Services
Iowa
$64.9K
PB
304
Pinnacle Bancorp
Nebraska
$62K -$55.2K -729 -48%
CWM
305
Centricity Wealth Management
Ohio
$58.9K
CFD
306
Creative Financial Designs
Indiana
$57.4K +$6.66K +88 +14%
ST
307
Smithfield Trust
Pennsylvania
$56K
CA
308
CoreCap Advisors
Michigan
$54.8K +$3.48K +46 +7%
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$49.8K +$227 +3 +0.5%
UB
310
UMB Bank
Missouri
$46K -$30.2K -399 -41%
CAWM
311
Capital A Wealth Management
Pennsylvania
$45.7K +$42.6K +562 +921%
BA
312
Ballast Advisors
Minnesota
$42.2K
US Bancorp
313
US Bancorp
Minnesota
$41.2K -$4.39K -58 -10%
MAFA
314
MJT & Associates Financial Advisory
Minnesota
$39.6K
JWA
315
JFS Wealth Advisors
Pennsylvania
$38K +$151 +2 +0.4%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$35.9K
MEG
317
Millstone Evans Group
Colorado
$35.9K
PS
318
Principal Securities
Iowa
$33.9K -$2.57M -33,903 -99%
TAM
319
Tucker Asset Management
Colorado
$32.2K
AssetMark Inc
320
AssetMark Inc
California
$31.5K +$7.95K +105 +36%
VCM
321
Versant Capital Management
Arizona
$26.4K
PGAM
322
Princeton Global Asset Management
New Jersey
$26K +$76 +1 +0.3%
WTFG
323
Wood Tarver Financial Group
Idaho
$26K
SS
324
Sunbelt Securities
Texas
$24.9K +$13.1K +173 +125%
CWM
325
Copia Wealth Management
Oregon
$24.6K

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.