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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
PP
351
PrairieView Partners
Minnesota
$12K +$12.7K +155 New
FIM
352
FWL Investment Management
Texas
$10.7K
TIM
353
Thompson Investment Management
Wisconsin
$10K
AAP
354
Arax Advisory Partners
Colorado
$9.1K
PA
355
Parallel Advisors
California
$8.66K +$8.87K +108 New
T
356
Transce3nd
Texas
$7.7K +$7.89K +96 New
EWA
357
EverSource Wealth Advisors
Alabama
$6.66K
VNA
358
Valley National Advisers
Pennsylvania
$6K +$986 +12 +19%
CA
359
Crewe Advisors
Utah
$5.05K -$4.11K -50 -44%
RF
360
Robinswood Financial
Washington
$4.52K
LIS
361
Legacy Investment Solutions
Idaho
$3.28K
LWMI
362
Legacy Wealth Management (Idaho)
Idaho
$3.28K
Russell Investments Group
363
Russell Investments Group
United Kingdom
$2.49K
CMA
364
Cedar Mountain Advisors
Oregon
$2.08K
AG
365
AmeriFlex Group
Nevada
$2.08K +$2.05K +25 New
SAM
366
Smartleaf Asset Management
Massachusetts
$2.08K +$2.14K +26 New
AIC
367
Archer Investment Corporation
Indiana
$1.84K
CAWM
368
Capital A Wealth Management
Pennsylvania
$1.76K +$1.81K +22 New
Citigroup
369
Citigroup
New York
$1.52K -$26.7K -325 -94%
WPA
370
West Paces Advisors
Georgia
$1.52K +$1.56K +19 New
CA
371
Continuum Advisory
Idaho
$1.12K -$23.1K -281 -95%
TF
372
Tompkins Financial
New York
$401
BNP Paribas Financial Markets
373
BNP Paribas Financial Markets
France
$160 -$82 -1 -33%
PWM
374
Provident Wealth Management
Tennessee
$80
SIS
375
Sound Income Strategies
Florida
$80 +$82 +1 New

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.