We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$9.44M +$1.11M +13,540 +13%
Mariner
52
Mariner
Kansas
$9.19M +$323K +3,933 +4%
JCM
53
Jacobi Capital Management
Pennsylvania
$8.21M +$85.3K +1,038 +1%
WWA
54
WCG Wealth Advisors
Nevada
$8.04M +$37.1K +452 +0.5%
RIM
55
Rockbridge Investment Management
New York
$7.85M -$2.42M -29,470 -23%
TWP
56
Total Wealth Planning
Ohio
$7.84M +$39.4K +480 +0.5%
WP
57
WealthShield Partners
North Carolina
$7.29M +$1.72M +20,953 +30%
DI
58
Diligent Investors
California
$6.86M +$59.6K +725 +0.9%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$6.79M +$2.29M +27,846 +49%
AAS
60
Avantax Advisory Services
Texas
$6.75M -$1.79M -21,729 -21%
PWMG
61
Prestige Wealth Management Group
New Jersey
$6.42M +$2.22K +27 +0%
MBI
62
May Barnhard Investments
Maryland
$6.36M -$16.8K -205 -0.3%
EWA
63
EP Wealth Advisors
California
$6.25M +$5.9M +71,869 +1,183%
SFG
64
Sage Financial Group
Pennsylvania
$6.21M -$138K -1,682 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$5.97M +$4.76M +57,891 +349%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$5.79M +$110K +1,343 +2%
WFPG
67
Waller Financial Planning Group
Ohio
$5.67M +$153K +1,857 +3%
CWM
68
Capital Wealth Management
Rhode Island
$5.59M +$48.1K +586 +0.8%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$5.58M +$94.1K +1,145 +2%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$5.56M
Bank of America
71
Bank of America
North Carolina
$5.47M +$247K +3,002 +5%
KOC
72
Koss-Olinger Consulting
Florida
$5.31M -$39.6K -482 -0.7%
FIM
73
Freedom Investment Management
Connecticut
$5.21M -$61.5K -748 -1%
EWM
74
Executive Wealth Management
Michigan
$5.16M +$5.28M +64,311 New
PAG
75
Private Advisor Group
New Jersey
$5.05M -$176K -2,143 -3%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.