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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$17.2M +$9.22K +112 +0.1%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$16.4M +$4.56M +55,352 +39%
CIM
28
Confluence Investment Management
Missouri
$15.7M -$9.91M -120,391 -39%
EFL
29
ERn Financial LLC
Wisconsin
$15.6M -$759K -9,215 -5%
IWM
30
IHT Wealth Management
Illinois
$15.1M -$1.26M -15,262 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$13M +$203K +2,469 +2%
ML
32
McAdam LLC
Pennsylvania
$12.6M -$235K -2,857 -2%
BWG
33
Balanced Wealth Group
Ohio
$12.3M -$38.5K -468 -0.3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$12M -$870K -10,563 -7%
SFM
35
Signet Financial Management
New Jersey
$11.1M -$168K -2,043 -2%
PWMG
36
Private Wealth Management Group
New Jersey
$10.8M -$271K -3,295 -2%
MSRI
37
Michael S. Ryan Inc
New York
$10.4M -$63.2K -767 -0.6%
CSP
38
Cary Street Partners
Virginia
$10.1M -$137K -1,667 -1%
AA
39
Alesco Advisors
New York
$9.81M -$90.3K -1,096 -0.9%
Ameriprise
40
Ameriprise
Minnesota
$9.7M -$555K -6,745 -5%
Mariner
41
Mariner
Kansas
$9.42M -$1.09M -13,202 -10%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$9.05M -$461K -5,598 -5%
JFA
43
JNBA Financial Advisors
Minnesota
$8.63M -$374K -4,545 -4%
TWP
44
Total Wealth Planning
Ohio
$8.32M -$195K -2,367 -2%
Osaic Holdings
45
Osaic Holdings
Arizona
$8.1M -$675K -8,200 -8%
PWMG
46
Prestige Wealth Management Group
New Jersey
$8.07M -$197K -2,392 -2%
WP
47
WealthShield Partners
North Carolina
$7.29M -$280K -3,394 -4%
CWM
48
Capital Wealth Management
Rhode Island
$7M +$83.9K +1,019 +1%
WWA
49
WCG Wealth Advisors
Nevada
$6.99M -$713K -8,652 -9%
PAG
50
Private Advisor Group
New Jersey
$6.9M -$167K -2,033 -2%

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.