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State Street SPDR S&P 400 Mid Cap Value ETF

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: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
376
Fort Point Capital Partners
California
-$386K -4,856 Closed
TRCT
377
Tower Research Capital (TRC)
New York
-$281K -3,532 Closed
GS
378
GTS Securities
New York
-$273K -3,440 Closed
PCA
379
Prosperity Capital Advisors
Ohio
-$268K -3,372 Closed
AWM
380
Aviso Wealth Management
Washington
-$215K -2,704 Closed
MFWP
381
Mosaic Family Wealth Partners
Missouri
-$212K -2,669 Closed
EFG
382
Embree Financial Group
Illinois
-$211K -2,652 Closed
BA
383
Bellwether Advisors
Nebraska
-$94K -1,183 Closed
CIA
384
Choate Investment Advisors
Massachusetts
-$76.1K -958 Closed
WTFG
385
Wood Tarver Financial Group
Idaho
-$26K -332 Closed
BA
386
Bristlecone Advisors
Washington
-$21.1K -266 Closed
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
-$18.2K -229 Closed
BCMLT
388
Beacon Capital Management LLC (Tennessee)
Tennessee
-$15.3K -193 Closed
SC
389
SouthState Corp
Florida
-$14.3K -180 Closed
FFA
390
Frazier Financial Advisors
Ohio
-$11.2K -141 Closed
AAP
391
Arax Advisory Partners
Colorado
-$9.08K -114 Closed
SWM
392
Spire Wealth Management
Virginia
-$2.78K -35 Closed
AGWCA
393
Annis Gardner Whiting Capital Advisors
Florida
-$239 -3 Closed
SIS
394
Sound Income Strategies
Florida
-$79 -1 Closed

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.