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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$16.6M -$3.08M -40,646 -16%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$16.3M -$9.7M -128,158 -38%
EFL
28
ERn Financial LLC
Wisconsin
$15.6M -$1.01M -13,320 -6%
IWM
29
IHT Wealth Management
Illinois
$15.6M +$541K +7,149 +4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$860K +11,359 +8%
BWG
31
Balanced Wealth Group
Ohio
$12.2M +$804K +10,619 +8%
ML
32
McAdam LLC
Pennsylvania
$12.2M -$147K -1,943 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$12.1M +$5.38M +70,997 +87%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$11.2M +$2.62M +34,628 +33%
SFM
35
Signet Financial Management
New Jersey
$10.8M -$936K -12,356 -8%
PWMG
36
Private Wealth Management Group
New Jersey
$10.5M -$98.9K -1,306 -1%
Mariner
37
Mariner
Kansas
$10M +$20.7K +273 +0.2%
MSRI
38
Michael S. Ryan Inc
New York
$9.92M -$2.34M -30,912 -20%
Ameriprise
39
Ameriprise
Minnesota
$9.76M +$655K +8,650 +8%
CSP
40
Cary Street Partners
Virginia
$9.75M -$889K -11,735 -9%
AA
41
Alesco Advisors
New York
$9.43M -$55.4K -731 -0.6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$9.06M -$4.19M -55,317 -33%
KW
43
KWB Wealth
California
$9.05M -$4.74M -62,606 -35%
JFA
44
JNBA Financial Advisors
Minnesota
$8.58M -$742K -9,801 -8%
AAS
45
Avantax Advisory Services
Texas
$8.32M +$1.27M +16,762 +19%
Osaic Holdings
46
Osaic Holdings
Arizona
$8.31M +$1.41M +18,665 +22%
TWP
47
Total Wealth Planning
Ohio
$8.11M +$496K +6,548 +7%
PWMG
48
Prestige Wealth Management Group
New Jersey
$7.87M +$157K +2,079 +2%
WWA
49
WCG Wealth Advisors
Nevada
$7.34M +$281K +3,705 +4%
WP
50
WealthShield Partners
North Carolina
$7.22M -$53.8K -710 -0.8%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.