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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
NS
326
NBC Securities
Alabama
$21K +$22.1K +274 New
BA
327
Bristlecone Advisors
Washington
$20.5K
RJA
328
Ross\Johnson & Associates
Minnesota
$20K +$20.9K +260 New
GWSG
329
GPS Wealth Strategies Group
Colorado
$17.9K +$81 +1 +0.4%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$17.6K -$9.82K -122 -35%
MCM
331
Manchester Capital Management
Vermont
$17.6K
BL
332
BFSG LLC
California
$17.2K
TCM
333
TD Capital Management
Tennessee
$16.6K +$81 +1 +0.5%
FFWM
334
Future Financial Wealth Management
Ohio
$16.2K
CTWM
335
Cherry Tree Wealth Management
Minnesota
$16.1K
BCMLT
336
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K +$81 +1 +0.5%
SC
337
SouthState Corp
Florida
$13.9K +$14.5K +180 New
CT
338
Clearstead Trust
Maine
$13.6K
NWM
339
Nova Wealth Management
Florida
$12.9K +$13.5K +168 New
NEWAS
340
N.E.W. Advisory Services
Wisconsin
$12.2K +$12.7K +158 New
Allspring Global Investments
341
Allspring Global Investments
North Carolina
$12K +$12.4K +154 New
SC
342
Stephens Consulting
Michigan
$11.7K
AF
343
Abound Financial
California
$11.2K +$11.7K +145 New
SS
344
Sunbelt Securities
Texas
$10.6K -$13.9K -173 -56%
HFS
345
Hughes Financial Services
Virginia
$9.96K +$10.4K +129 New
Russell Investments Group
346
Russell Investments Group
United Kingdom
$9.79K +$7.73K +96 +310%
TIM
347
Thompson Investment Management
Wisconsin
$9.63K
AAP
348
Arax Advisory Partners
Colorado
$8.77K +$81 +1 +0.9%
RIA
349
Realta Investment Advisors
Delaware
$7.86K +$8.21K +102 New
AA
350
Ancora Advisors
Ohio
$7.71K -$8.05K -100 -50%

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.