We are live on ! Find out more
MDYV icon

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
WTFG
326
Wood Tarver Financial Group
Idaho
$26K +$27.3K +332 New
CWM
327
Copia Wealth Management
Oregon
$24.9K +$25.5K +310 New
SS
328
Sunbelt Securities
Texas
$24.8K
AssetMark Inc
329
AssetMark Inc
California
$24.8K +$23.3K +283 +1,088%
FRA
330
Front Row Advisors
California
$24.1K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$24K
CSWM
332
Cassady Schiller Wealth Management
Ohio
$22.1K +$22.7K +276 New
KFI
333
Key Financial Inc
Pennsylvania
$22K
BA
334
Bristlecone Advisors
Washington
$21.3K
CAL
335
Capital Analysts LLC
Pennsylvania
$21K -$36.8K -448 -63%
FCT
336
Family Capital Trust
Massachusetts
$20.1K
OHWP
337
Oak Harbor Wealth Partners
North Carolina
$18.7K
GWSG
338
GPS Wealth Strategies Group
Colorado
$18.6K +$82 +1 +0.4%
MCM
339
Manchester Capital Management
Vermont
$18.3K
BL
340
BFSG LLC
California
$17.9K
DRP
341
Decker Retirement Planning
Utah
$17.5K +$17.9K +218 New
TCM
342
TD Capital Management
Tennessee
$17.2K +$82 +1 +0.5%
FFWM
343
Future Financial Wealth Management
Ohio
$16.8K
CTWM
344
Cherry Tree Wealth Management
Minnesota
$16.8K
AA
345
Ancora Advisors
Ohio
$16K
BCMLT
346
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.4K +$82 +1 +0.5%
PCMC
347
Private Capital Management (Colorado)
Colorado
$14.4K
CT
348
Clearstead Trust
Maine
$14.2K
SC
349
Stephens Consulting
Michigan
$12.1K +$82 +1 +0.7%
TVWM
350
Tower View Wealth Management
Wisconsin
$12.1K +$82 +1 +0.7%

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.