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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57% → 75.75% (-0.82%)

4% less funds holding

Funds holding: 379 → 362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.82M
3
AWM
AE Wealth Management
Kansas
+$7.63M
4
RIM
Redwood Investment Management
Arizona
+$4.62M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$22.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$19.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
4
CIM
Confluence Investment Management
Missouri
-$9.91M
5
KW
KWB Wealth
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Crewe Advisors
Utah
$2.17K -$3.05K -37 -59%
CMA
352
Cedar Mountain Advisors
Oregon
$2.17K – – –
CAM
353
Costello Asset Management
Pennsylvania
$2.15K – – –
AIC
354
Archer Investment Corporation
Indiana
$1.92K – – –
WSFS
355
Wilmington Savings Fund Society
Delaware
$1.75K – – –
ETC
356
Exchange Traded Concepts
Oklahoma
$1.5K -$8.23K -100 -85%
SA
357
Scarborough Advisors
Maryland
$1.26K -$5.11K -62 -81%
TF
358
Tompkins Financial
New York
$334 – – –
Citigroup
359
Citigroup
New York
$250 +$165 +2 +200%
RF
360
Rossby Financial
Florida
$84 +$82 +1 New
BWL
361
Bogart Wealth LLC
Virginia
$83 – – –
PWM
362
Provident Wealth Management
Tennessee
$83 – – –
RCM
363
Raleigh Capital Management
North Carolina
$75 -$2.55K -31 -97%
IMC Chicago
364
IMC Chicago
Illinois
– -$3.67M -46,193 Closed
AI
365
Atria Investments
North Carolina
– -$761K -9,580 Closed
MYIA
366
Mount Yale Investment Advisors
Colorado
– -$723K -9,100 Closed
ACM
367
Advance Capital Management
Michigan
– -$722K -9,091 Closed
Renaissance Technologies
368
Renaissance Technologies
New York
– -$691K -8,700 Closed
Citadel Advisors
369
Citadel Advisors
Florida
– -$669K -8,425 Closed
NWAG
370
Net Worth Advisory Group
Utah
– -$592K -7,459 Closed
OFS
371
OneAscent Financial Services
Alabama
– -$548K -6,779 Closed
SFC
372
Strategic Financial Concepts
Texas
– -$485K -6,105 Closed
FAIM
373
Financial Advocates Investment Management
Washington
– -$471K -5,935 Closed
AWM
374
Able Wealth Management
New Jersey
– -$429K -5,402 Closed
SL
375
SWMG LLC
Texas
– -$438K -5,339 Closed
12 13 14
15
16

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.