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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

370 hedge funds and large institutions have $1.82B 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, 126 increasing their positions, 145 reducing their positions, and 20 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
4.97%
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
126
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$66.9M
2
BEI
2
Benjamin Edwards Inc
Missouri
$56.8M
3
PA
3
Prism Advisors
California
$6.87M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
5
CIM
5
Confluence Investment Management
Missouri
$24.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$187M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.54M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$7.12M 89,687 +21,460 +31%
RIM
52
Rockbridge Investment Management
New York
$7.01M 88,202 -4,844 -5%
PA
53
Prism Advisors
California
$6.87M 86,554 +86,554 New
PAG
54
Private Advisor Group
New Jersey
$6.74M 84,799 +13,612 +19%
IWP
55
IAG Wealth Partners
Wisconsin
$6.6M 83,064 +25,363 +44%
CWM
56
Capital Wealth Management
Rhode Island
$6.59M 82,905 +1,834 +2%
AWM
57
Avior Wealth Management
Nebraska
$6.19M 77,880 -124,096 -61%
SFG
58
Sage Financial Group
Pennsylvania
$6.05M 76,149 -225 -0.3%
Raymond James Financial
59
Raymond James Financial
Florida
$5.87M 73,872 -786 -1%
MBI
60
May Barnhard Investments
Maryland
$5.63M 70,934 -3,327 -4%
DI
61
Diligent Investors
California
$5.61M 70,629 -5,691 -7%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.5M 69,290 – –
WFPG
63
Waller Financial Planning Group
Ohio
$4.97M 62,535 +9,923 +19%
FIM
64
Freedom Investment Management
Connecticut
$4.75M 59,743 -420 -0.7%
GIA
65
Gladstone Institutional Advisory
Florida
$4.7M 59,131 +2,307 +4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.67M 58,738 -9,257 -14%
TAM
67
Titleist Asset Management
Texas
$4.55M 57,343 +57,343 New
KOC
68
Koss-Olinger Consulting
Florida
$4.53M 56,969 -8,323 -13%
RFA
69
RTD Financial Advisors
Pennsylvania
$4.42M 55,689 -27 -0%
MAM
70
Marotta Asset Management
Virginia
$4.26M 53,613 -4,795 -8%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.26M 53,576 -1,674 -3%
CNTOF
72
Canandaigua National Trust of Florida
New York
$4.06M 51,115 -569 -1%
CPIG
73
Chicago Partners Investment Group
Illinois
$4.03M 48,575 +1,577 +3%
MWM
74
Modera Wealth Management
New Jersey
$4.01M 50,495 +69 +0.1%
SEIA
75
Signature Estate & Investment Advisors
California
$4M 50,347 -15,930 -24%
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