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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
SWP
376
Stratos Wealth Partners
Ohio
-$4.43M -55,228 Closed
CWA
377
Clarus Wealth Advisors
Arizona
-$4.25M -52,951 Closed
NAM
378
NorthCrest Asset Manangement
Minnesota
-$1.12M -13,992 Closed
Cerity Partners
379
Cerity Partners
New York
-$562K -7,023 Closed
BFA
380
Beacon Financial Advisory
Ohio
-$485K -6,049 Closed
EE
381
EWG Elevate
California
-$323K -4,034 Closed
BAS
382
Breakthru Advisory Services
Wisconsin
-$267K -3,329 Closed
BW
383
BIP Wealth
Georgia
-$225K -2,802 Closed
CFG
384
CMC Financial Group
Georgia
-$218K -2,720 Closed
Baird Financial Group
385
Baird Financial Group
Wisconsin
-$212K -2,640 Closed
DS
386
DRW Securities
Illinois
-$204K -2,546 Closed
SG
387
StoneX Group
New York
-$201K -2,501 Closed
NA
388
Note Advisors
New York
-$200K -2,495 Closed
CFGS
389
Concourse Financial Group Securities
Alabama
-$175K -2,090 Closed
EWM
390
EPG Wealth Management
Georgia
-$67.6K -842 Closed
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
-$52K -649 Closed
PA
392
PSI Advisors
Florida
-$47.1K -588 Closed
NB
393
NBT Bank
New York
-$31.9K -398 Closed
CJ
394
Caitlin John
Michigan
-$26.5K -330 Closed
OHWP
395
Oak Harbor Wealth Partners
North Carolina
-$18.7K -233 Closed
DRP
396
Decker Retirement Planning
Utah
-$17.5K -218 Closed
PP
397
PrairieView Partners
Minnesota
-$12K -155 Closed
PA
398
Parallel Advisors
California
-$8.66K -108 Closed
T
399
Transce3nd
Texas
-$7.7K -96 Closed
WPA
400
West Paces Advisors
Georgia
-$1.52K -19 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.