MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.8B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 154

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$14.4M
BWG
27
Balanced Wealth Group
Ohio
$13.7M
ADL
28
Asset Dedication LLC
California
$12.9M
ML
29
McAdam LLC
Pennsylvania
$12.1M
Bank of America
30
Bank of America
North Carolina
$12.1M
SFM
31
Signet Financial Management
New Jersey
$11M
SF
32
Summit Financial
New Jersey
$11M
MSRI
33
Michael S. Ryan Inc
New York
$10.5M
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$10.3M
Mariner
35
Mariner
Kansas
$10.2M
MA
36
MONECO Advisors
Connecticut
$10M
PWMG
37
Private Wealth Management Group
New Jersey
$9.96M
CSP
38
Cary Street Partners
Virginia
$9.68M
AA
39
Alesco Advisors
New York
$9.4M
CWM
40
Capital Wealth Management
Rhode Island
$8.31M
PWMG
41
Prestige Wealth Management Group
New Jersey
$8.07M
PAG
42
Private Advisor Group
New Jersey
$7.97M
JFA
43
JNBA Financial Advisors
Minnesota
$7.55M
WP
44
WealthShield Partners
North Carolina
$7.51M
Goldman Sachs
45
Goldman Sachs
New York
$7.15M
IWP
46
IAG Wealth Partners
Wisconsin
$6.89M
Raymond James Financial
47
Raymond James Financial
Florida
$6.82M
Ameriprise
48
Ameriprise
Minnesota
$6.56M
SFG
49
Sage Financial Group
Pennsylvania
$6.24M
AWM
50
Avior Wealth Management
Nebraska
$6.23M