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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
CBT
326
Crews Bank & Trust
Florida
$23.8K -$20.1K -265 -47%
FRA
327
Front Row Advisors
California
$23.8K
FCT
328
Family Capital Trust
Massachusetts
$22.3K
KFI
329
Key Financial Inc
Pennsylvania
$21.8K
BA
330
Bristlecone Advisors
Washington
$21.1K
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$21K +$20.1K +265 New
NS
332
NBC Securities
Alabama
$21K +$76 +1 +0.4%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$18.2K
BL
334
BFSG LLC
California
$17.7K
TCM
335
TD Capital Management
Tennessee
$17.2K +$76 +1 +0.5%
FFWM
336
Future Financial Wealth Management
Ohio
$16.7K
CTWM
337
Cherry Tree Wealth Management
Minnesota
$16.6K
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K +$76 +1 +0.5%
SC
339
SouthState Corp
Florida
$14.3K
CT
340
Clearstead Trust
Maine
$14.1K
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$12.6K
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$12.5K
SC
343
Stephens Consulting
Michigan
$12.1K +$76 +1 +0.7%
VNA
344
Valley National Advisers
Pennsylvania
$12K +$5.91K +78 +103%
FFA
345
Frazier Financial Advisors
Ohio
$11.2K +$10.7K +141 New
HFS
346
Hughes Financial Services
Virginia
$10.3K
TIM
347
Thompson Investment Management
Wisconsin
$9.93K
T
348
Tidemark
California
$9.61K -$14.3K -189 -61%
GWSG
349
GPS Wealth Strategies Group
Colorado
$9.51K -$8.48K -112 -48%
ETC
350
Exchange Traded Concepts
Oklahoma
$9.37K +$8.94K +118 New

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.