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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
AGWCA
376
Annis Gardner Whiting Capital Advisors
Florida
$239 +$227 +3 New
Citigroup
377
Citigroup
New York
$79 -$606 -8 -89%
PWM
378
Provident Wealth Management
Tennessee
$79
SIS
379
Sound Income Strategies
Florida
$79
BWL
380
Bogart Wealth LLC
Virginia
$79 +$76 +1 New
CCMG
381
Clark Capital Management Group
Pennsylvania
-$19.7M -255,331 Closed
FIA
382
Foundations Investment Advisors
Arizona
-$11.4M -148,497 Closed
PAS
383
Park Avenue Securities
New York
-$1.64M -21,223 Closed
PCIA
384
Prime Capital Investment Advisors
Kansas
-$990K -12,854 Closed
JIC
385
Johnson Investment Counsel
Ohio
-$643K -8,350 Closed
BDWCC
386
B&D White Capital Company
Texas
-$528K -6,852 Closed
AWS
387
Atria Wealth Solutions
New York
-$383K -4,976 Closed
Two Sigma Investments
388
Two Sigma Investments
New York
-$378K -4,900 Closed
MSAM
389
Moloney Securities Asset Management
Missouri
-$263K -3,408 Closed
EFS
390
Essex Financial Services
Connecticut
-$238K -3,090 Closed
AFG
391
ABLE Financial Group
Arizona
-$203K -2,637 Closed
ST
392
Somerset Trust
Pennsylvania
-$202K -2,616 Closed
RJA
393
Ross\Johnson & Associates
Minnesota
-$20K -260 Closed
AF
394
Abound Financial
California
-$11.2K -145 Closed
Simplex Trading
395
Simplex Trading
Illinois
-$3K -45 Closed
CA
396
Continuum Advisory
Idaho
-$1.08K -14 Closed
CCM
397
Coldstream Capital Management
Washington
-$713 -9 Closed
BTI
398
Blue Trust Inc
Georgia
-$308 -4 Closed
BNP Paribas Financial Markets
399
BNP Paribas Financial Markets
France
-$154 -2 Closed

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.