MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.79B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 153

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
326
NBC Securities
Alabama
$23.6K
KFI
327
Key Financial Inc
Pennsylvania
$23.3K
FCT
328
Family Capital Trust
Massachusetts
$22.9K
CT
329
Caldwell Trust
Florida
$21.7K
MAFA
330
MJT & Associates Financial Advisory
Minnesota
$21.2K
BL
331
BFSG LLC
California
$19K
NSIM
332
North Star Investment Management
Illinois
$18.7K
TCM
333
TD Capital Management
Tennessee
$18.7K
CFP
334
Comprehensive Financial Planning
Pennsylvania
$18.4K
CTWM
335
Cherry Tree Wealth Management
Minnesota
$17.8K
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$15.5K
OCWP
337
Owl Creek Wealth Partners
Colorado
$15.5K
TWM
338
TopTier Wealth Management
Wisconsin
$14.9K
EWA
339
EverSource Wealth Advisors
Alabama
$14.2K
NEWAS
340
N.E.W. Advisory Services
Wisconsin
$13.5K
DF
341
DecisionPoint Financial
Arizona
$13.2K
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$13.2K
Russell Investments Group
343
Russell Investments Group
United Kingdom
$12.9K
AF
344
Abound Financial
California
$12.3K
VCM
345
Versant Capital Management
Arizona
$12K
VNA
346
Valley National Advisers
Pennsylvania
$12K
HFS
347
Hughes Financial Services
Virginia
$11K
TIM
348
Thompson Investment Management
Wisconsin
$10.6K
T
349
Tidemark
California
$10.3K
AAP
350
Arax Advisory Partners
Colorado
$9.87K