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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
351
Arax Advisory Partners
Colorado
$9.08K
Russell Investments Group
352
Russell Investments Group
United Kingdom
$8.42K -$1.59K -21 -17%
RIA
353
Realta Investment Advisors
Delaware
$8.1K
AA
354
Ancora Advisors
Ohio
$7.94K
PWA
355
Provenance Wealth Advisors
Florida
$7.94K
HR
356
Howe & Rusling
New York
$7.39K
EWA
357
EverSource Wealth Advisors
Alabama
$6.59K
SA
358
Scarborough Advisors
Maryland
$6.1K +$5.83K +77 New
CA
359
Crewe Advisors
Utah
$5K
HWP
360
Highline Wealth Partners
California
$4.53K +$4.32K +57 New
RF
361
Robinswood Financial
Washington
$4.51K
FIM
362
FWL Investment Management
Texas
$3.54K
FCT
363
First Community Trust
Iowa
$3.26K +$3.1K +41 New
LWMI
364
Legacy Wealth Management (Idaho)
Idaho
$3.18K
LIS
365
Legacy Investment Solutions
Idaho
$3.18K +$3.03K +40 New
SWM
366
Spire Wealth Management
Virginia
$2.78K +$2.65K +35 New
RCM
367
Raleigh Capital Management
North Carolina
$2.56K +$2.42K +32 New
MCM
368
Manchester Capital Management
Vermont
$2.23K -$15.1K -200 -88%
CMA
369
Cedar Mountain Advisors
Oregon
$2.06K
CAM
370
Costello Asset Management
Pennsylvania
$2.04K +$76 +1 +4%
AIC
371
Archer Investment Corporation
Indiana
$1.83K
WSFS
372
Wilmington Savings Fund Society
Delaware
$1.67K
AG
373
AmeriFlex Group
Nevada
$1.27K -$682 -9 -36%
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
$1.03K +$984 +13 New
TF
375
Tompkins Financial
New York
$318

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.