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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
PWA
351
Provenance Wealth Advisors
Florida
$7.71K +$8.05K +100 New
HR
352
Howe & Rusling
New York
$7.17K +$7.49K +93 New
EWA
353
EverSource Wealth Advisors
Alabama
$6.39K
VNA
354
Valley National Advisers
Pennsylvania
$5K
CA
355
Crewe Advisors
Utah
$4.86K
CAWM
356
Capital A Wealth Management
Pennsylvania
$4.7K +$3.14K +39 +177%
RF
357
Robinswood Financial
Washington
$4.35K
FIM
358
FWL Investment Management
Texas
$3.44K -$7.17K -89 -66%
LWMI
359
Legacy Wealth Management (Idaho)
Idaho
$3.08K
Simplex Trading
360
Simplex Trading
Illinois
$3K +$3.62K +45 New
CMA
361
Cedar Mountain Advisors
Oregon
$2K
CAM
362
Costello Asset Management
Pennsylvania
$1.96K +$2.01K +25 New
AG
363
AmeriFlex Group
Nevada
$1.93K
AIC
364
Archer Investment Corporation
Indiana
$1.77K
WSFS
365
Wilmington Savings Fund Society
Delaware
$1.62K -$197K -2,450 -99%
CA
366
Continuum Advisory
Idaho
$1.08K
CCM
367
Coldstream Capital Management
Washington
$713 +$725 +9 New
Citigroup
368
Citigroup
New York
$693 -$805 -10 -53%
TF
369
Tompkins Financial
New York
$308 -$81 -1 -20%
BTI
370
Blue Trust Inc
Georgia
$308 +$322 +4 New
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$154
PWM
372
Provident Wealth Management
Tennessee
$77
SIS
373
Sound Income Strategies
Florida
$77
JCM
374
Jacobi Capital Management
Pennsylvania
-$8.21M -102,421 Closed
Thrivent Financial for Lutherans
375
Thrivent Financial for Lutherans
Minnesota
-$5.58M -69,635 Closed

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.