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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

370 hedge funds and large institutions have $1.82B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 145 reducing their positions, and 20 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
4.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
126
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$66.9M
2
BEI
2
Benjamin Edwards Inc
Missouri
$56.8M
3
PA
3
Prism Advisors
California
$6.87M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
5
CIM
5
Confluence Investment Management
Missouri
$24.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$187M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.54M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$16.6M 209,018 -40,646 -16%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$16.3M 205,712 -128,158 -38%
EFL
28
ERn Financial LLC
Wisconsin
$15.6M 196,840 -13,320 -6%
IWM
29
IHT Wealth Management
Illinois
$15.6M 196,259 +7,149 +4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.2M 153,866 +11,359 +8%
BWG
31
Balanced Wealth Group
Ohio
$12.2M 152,171 +10,619 +8%
ML
32
McAdam LLC
Pennsylvania
$12.2M 153,601 -1,943 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$12.1M 152,886 +70,997 +87%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$11.2M 140,800 +34,628 +33%
SFM
35
Signet Financial Management
New Jersey
$10.8M 135,364 -12,356 -8%
PWMG
36
Private Wealth Management Group
New Jersey
$10.5M 132,360 -1,306 -1%
Mariner
37
Mariner
Kansas
$10M 126,115 +273 +0.2%
MSRI
38
Michael S. Ryan Inc
New York
$9.92M 124,943 -30,912 -20%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.89M 123,768 +37,564 +44%
Ameriprise
40
Ameriprise
Minnesota
$9.76M 123,000 +8,650 +8%
CSP
41
Cary Street Partners
Virginia
$9.75M 122,769 -11,735 -9%
AA
42
Alesco Advisors
New York
$9.43M 118,673 -731 -0.6%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$9.06M 114,111 -55,317 -33%
KW
44
KWB Wealth
California
$9.05M 117,493 -62,606 -35%
JFA
45
JNBA Financial Advisors
Minnesota
$8.58M 108,014 -9,801 -8%
AAS
46
Avantax Advisory Services
Texas
$8.32M 104,770 +16,762 +19%
TWP
47
Total Wealth Planning
Ohio
$8.11M 102,071 +6,548 +7%
PWMG
48
Prestige Wealth Management Group
New Jersey
$7.87M 99,136 +2,079 +2%
WWA
49
WCG Wealth Advisors
Nevada
$7.34M 92,410 +3,705 +4%
WP
50
WealthShield Partners
North Carolina
$7.22M 90,842 -710 -0.8%
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