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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
CTWM
326
Cherry Tree Wealth Management
Minnesota
$17.4K
NEWAS
327
N.E.W. Advisory Services
Wisconsin
$13.2K
Allspring Global Investments
328
Allspring Global Investments
North Carolina
$12.9K
SC
329
Stephens Consulting
Michigan
$12K -$659 -8 -5%
SS
330
Sunbelt Securities
Texas
$11.5K -$14.2K -173 -56%
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$11.3K +$10K +122 +938%
Russell Investments Group
332
Russell Investments Group
United Kingdom
$10.8K +$1.89K +23 +22%
HFS
333
Hughes Financial Services
Virginia
$10.7K
TIM
334
Thompson Investment Management
Wisconsin
$10.4K
T
335
Tidemark
California
$10.1K
GWSG
336
GPS Wealth Strategies Group
Colorado
$10K
RIA
337
Realta Investment Advisors
Delaware
$8.51K
AA
338
Ancora Advisors
Ohio
$8.34K
PWA
339
Provenance Wealth Advisors
Florida
$8.34K
HR
340
Howe & Rusling
New York
$7.76K
EWA
341
EverSource Wealth Advisors
Alabama
$6.92K
MAM
342
MMA Asset Management
Pennsylvania
$5.72K +$5.68K +69 New
RF
343
Robinswood Financial
Washington
$4.76K +$82 +1 +2%
HWP
344
Highline Wealth Partners
California
$4.75K
FIM
345
FWL Investment Management
Texas
$3.72K
CT
346
Clearstead Trust
Maine
$3.42K -$11.2K -136 -77%
FCT
347
First Community Trust
Iowa
$3.42K
LWMI
348
Legacy Wealth Management (Idaho)
Idaho
$3.34K
VWM
349
Vermillion Wealth Management
Minnesota
$3.25K +$3.21K +39 New
MCM
350
Manchester Capital Management
Vermont
$2.34K

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.