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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B 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, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
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
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$16.6M -$3.23M -40,646 -16%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$16.3M -$10.2M -128,158 -38%
EFL
28
ERn Financial LLC
Wisconsin
$15.6M -$1.06M -13,320 -6%
IWM
29
IHT Wealth Management
Illinois
$15.6M +$568K +7,149 +4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$902K +11,359 +8%
BWG
31
Balanced Wealth Group
Ohio
$12.2M +$852K +10,619 +8%
ML
32
McAdam LLC
Pennsylvania
$12.2M -$154K -1,943 -1%
MML Investors Services
33
MML Investors Services
Massachusetts
$12.1M +$5.64M +70,997 +87%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$11.2M +$2.75M +34,628 +33%
SFM
35
Signet Financial Management
New Jersey
$10.8M -$981K -12,356 -8%
PWMG
36
Private Wealth Management Group
New Jersey
$10.5M -$104K -1,306 -1%
Mariner
37
Mariner
Kansas
$10M +$21.7K +273 +0.2%
MSRI
38
Michael S. Ryan Inc
New York
$9.92M -$2.46M -30,912 -20%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.89M +$3M +37,564 +44%
Ameriprise
40
Ameriprise
Minnesota
$9.76M +$686K +8,650 +8%
CSP
41
Cary Street Partners
Virginia
$9.75M -$932K -11,735 -9%
AA
42
Alesco Advisors
New York
$9.43M -$58.1K -731 -0.6%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$9.06M -$4.39M -55,317 -33%
KW
44
KWB Wealth
California
$9.05M -$4.82M -62,606 -35%
JFA
45
JNBA Financial Advisors
Minnesota
$8.58M -$778K -9,801 -8%
AAS
46
Avantax Advisory Services
Texas
$8.32M +$1.33M +16,762 +19%
TWP
47
Total Wealth Planning
Ohio
$8.11M +$520K +6,548 +7%
PWMG
48
Prestige Wealth Management Group
New Jersey
$7.87M +$165K +2,079 +2%
WWA
49
WCG Wealth Advisors
Nevada
$7.34M +$294K +3,705 +4%
WP
50
WealthShield Partners
North Carolina
$7.22M -$56.4K -710 -0.8%
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