MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$18.8M -$626K -8,126 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$18.7M +$561K +7,281 +3%
ADL
28
Asset Dedication LLC
California
$17.4M -$3.96M -51,342 -19%
RA
29
Rodgers & Associates
Pennsylvania
$16.6M +$370K +4,806 +2%
EFL
30
ERn Financial LLC
Wisconsin
$16.2M -$131K -1,700 -0.8%
AWM
31
Avior Wealth Management
Nebraska
$15.6M +$76.4K +992 +0.5%
IWM
32
IHT Wealth Management
Illinois
$14.6M -$7.26M -94,225 -33%
KW
33
KWB Wealth
California
$14.4M -$798K -9,955 -5%
KAS
34
Kestra Advisory Services
Texas
$14.3M -$29.3M -380,525 -67%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$13.1M -$1.1M -14,299 -8%
MSRI
36
Michael S. Ryan Inc
New York
$12M -$153K -1,981 -1%
ML
37
McAdam LLC
Pennsylvania
$12M -$797K -10,344 -6%
FIA
38
Foundations Investment Advisors
Arizona
$11.4M +$598K +7,764 +6%
SFM
39
Signet Financial Management
New Jersey
$11.4M -$1.62M -21,000 -12%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$11M +$705K +9,144 +7%
BWG
41
Balanced Wealth Group
Ohio
$10.9M -$103K -1,335 -0.9%
CSP
42
Cary Street Partners
Virginia
$10.4M -$634K -8,231 -6%
PWMG
43
Private Wealth Management Group
New Jersey
$10.3M -$4.55K -59 -0%
Mariner
44
Mariner
Kansas
$9.7M +$864K +11,212 +10%
TC
45
TownSquare Capital
Utah
$9.5M +$318K +4,133 +3%
AA
46
Alesco Advisors
New York
$9.2M -$91.5K -1,188 -1%
JFA
47
JNBA Financial Advisors
Minnesota
$9.08M -$686K -8,909 -7%
Ameriprise
48
Ameriprise
Minnesota
$8.82M -$1.86M -24,143 -17%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$8.15M +$1.65M +21,563 +25%
PWMG
50
Prestige Wealth Management Group
New Jersey
$7.48M +$1.31M +17,028 +21%
1
2
3 4 5