We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$20.2M +$2.63M +32,026 +15%
Goldman Sachs
27
Goldman Sachs
New York
$19.5M +$16.3M +198,348 +449%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$18.9M -$1.06M -12,894 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$18.8M +$389K +4,731 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$17.4M +$1.14M +13,891 +7%
EFL
31
ERn Financial LLC
Wisconsin
$17M -$257K -3,127 -1%
RA
32
Rodgers & Associates
Pennsylvania
$16.9M +$139K +1,695 +0.8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$16.6M +$761K +9,265 +5%
AWM
34
Avior Wealth Management
Nebraska
$16.1M -$72.9K -887 -0.4%
Raymond James Financial
35
Raymond James Financial
Florida
$15.8M +$16.2M +197,456 New
CCMG
36
Clark Capital Management Group
Pennsylvania
$15.2M +$817K +9,946 +6%
KW
37
KWB Wealth
California
$15.1M -$383K -4,659 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$14.7M +$1.02M +12,370 +7%
SFM
39
Signet Financial Management
New Jersey
$13.5M -$472K -5,739 -3%
ML
40
McAdam LLC
Pennsylvania
$13.3M -$1.03M -12,522 -7%
MSRI
41
Michael S. Ryan Inc
New York
$12.7M +$342K +4,157 +3%
BWG
42
Balanced Wealth Group
Ohio
$11.8M +$670K +8,153 +6%
CSP
43
Cary Street Partners
Virginia
$11.4M +$11.7M +142,735 New
FIA
44
Foundations Investment Advisors
Arizona
$11.3M +$11.6M +140,733 New
Ameriprise
45
Ameriprise
Minnesota
$11.1M +$1.28M +15,611 +13%
PWMG
46
Private Wealth Management Group
New Jersey
$10.7M -$745K -9,071 -6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$414K +5,044 +4%
JFA
48
JNBA Financial Advisors
Minnesota
$10.2M -$632K -7,687 -6%
AA
49
Alesco Advisors
New York
$9.67M -$109K -1,321 -1%
TC
50
TownSquare Capital
Utah
$9.56M +$795K +9,676 +9%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.