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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$48.3K
BA
302
Ballast Advisors
Minnesota
$44.3K
PB
303
Pinnacle Bancorp
Nebraska
$44.2K -$20.7K -251 -32%
GJIA
304
Glass Jacobson Investment Advisors
Maryland
$42.9K +$20.6K +250 +94%
JWA
305
JFS Wealth Advisors
Pennsylvania
$40.1K +$247 +3 +0.6%
AssetMark Inc
306
AssetMark Inc
California
$39K +$5.85K +71 +18%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$37.7K
MEG
308
Millstone Evans Group
Colorado
$37.7K
TAM
309
Tucker Asset Management
Colorado
$33.9K
PS
310
Principal Securities
Iowa
$30.7K -$4.86K -59 -14%
MAFA
311
MJT & Associates Financial Advisory
Minnesota
$29.4K -$12K -146 -29%
VCM
312
Versant Capital Management
Arizona
$27.8K
CJ
313
Caitlin John
Michigan
$27.5K +$27.2K +330 New
PGAM
314
Princeton Global Asset Management
New Jersey
$27.4K +$165 +2 +0.6%
CWM
315
Copia Wealth Management
Oregon
$25.9K
CBT
316
Crews Bank & Trust
Florida
$25K
FRA
317
Front Row Advisors
California
$25K
FCT
318
Family Capital Trust
Massachusetts
$23.4K
NS
319
NBC Securities
Alabama
$23K
KFI
320
Key Financial Inc
Pennsylvania
$23K
AF
321
Advisornet Financial
Minnesota
$22.7K -$45K -546 -67%
BL
322
BFSG LLC
California
$18.6K
TCM
323
TD Capital Management
Tennessee
$18.2K +$82 +1 +0.5%
VNA
324
Valley National Advisers
Pennsylvania
$18K +$5.27K +64 +42%
FFWM
325
Future Financial Wealth Management
Ohio
$17.5K

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.