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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
351
Howe & Rusling
New York
$7.39K – – –
EWA
352
EverSource Wealth Advisors
Alabama
$6.59K – – –
SA
353
Scarborough Advisors
Maryland
$6.1K +$6.1K +77 New
CA
354
Crewe Advisors
Utah
$5.01K – – –
HWP
355
Highline Wealth Partners
California
$4.53K +$4.53K +57 New
FIM
356
FWL Investment Management
Texas
$3.54K – – –
FCT
357
First Community Trust
Iowa
$3.26K +$3.26K +41 New
LWMI
358
Legacy Wealth Management (Idaho)
Idaho
$3.18K – – –
LIS
359
Legacy Investment Solutions
Idaho
$3.18K +$3.18K +40 New
SWM
360
Spire Wealth Management
Virginia
$2.78K +$2.78K +35 New
RCM
361
Raleigh Capital Management
North Carolina
$2.56K +$2.56K +32 New
MCM
362
Manchester Capital Management
Vermont
$2.23K -$15.9K -200 -88%
CMA
363
Cedar Mountain Advisors
Oregon
$2.07K – – –
CAM
364
Costello Asset Management
Pennsylvania
$2.04K +$78 +1 +4%
AIC
365
Archer Investment Corporation
Indiana
$1.83K – – –
WSFS
366
Wilmington Savings Fund Society
Delaware
$1.67K – – –
AG
367
AmeriFlex Group
Nevada
$1.27K -$716 -9 -36%
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$1.03K +$1.03K +13 New
TF
369
Tompkins Financial
New York
$318 – – –
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$239 +$239 +3 New
Citigroup
371
Citigroup
New York
$79 -$632 -8 -89%
PWM
372
Provident Wealth Management
Tennessee
$79 – – –
SIS
373
Sound Income Strategies
Florida
$79 – – –
BWL
374
Bogart Wealth LLC
Virginia
$79 +$79 +1 New
CCMG
375
Clark Capital Management Group
Pennsylvania
– -$19.7M -255,331 Closed
12 13 14
15
16