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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Total Wealth Planning
Ohio
$7.36M -$183K -2,275 -2%
RIM
52
Rockbridge Investment Management
New York
$7.17M -$394K -4,894 -5%
WP
53
WealthShield Partners
North Carolina
$7.05M +$48.4K +601 +0.7%
WWA
54
WCG Wealth Advisors
Nevada
$6.83M -$928K -11,519 -11%
AAS
55
Avantax Advisory Services
Texas
$6.78M +$311K +3,866 +5%
Osaic Holdings
56
Osaic Holdings
Arizona
$6.64M -$2.54M -31,491 -27%
GWM
57
Geneos Wealth Management
Colorado
$6.44M +$3.4M +42,243 +102%
MML Investors Services
58
MML Investors Services
Massachusetts
$6.31M +$5.51M +68,472 +510%
CWM
59
Capital Wealth Management
Rhode Island
$6.25M +$916K +11,369 +16%
SFG
60
Sage Financial Group
Pennsylvania
$5.88M -$85K -1,055 -1%
DI
61
Diligent Investors
California
$5.88M -$746K -9,259 -11%
Raymond James Financial
62
Raymond James Financial
Florida
$5.75M -$9.89M -122,798 -62%
MBI
63
May Barnhard Investments
Maryland
$5.72M -$405K -5,033 -6%
PAG
64
Private Advisor Group
New Jersey
$5.48M +$661K +8,211 +13%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$5.34M
Bank of America
66
Bank of America
North Carolina
$5.26M +$3.22K +40 +0.1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5.24M -$334K -4,143 -6%
SEIA
68
Signature Estate & Investment Advisors
California
$5.11M +$1.55M +19,187 +41%
KOC
69
Koss-Olinger Consulting
Florida
$5.03M -$73.3K -910 -1%
MAM
70
Marotta Asset Management
Virginia
$4.64M +$255K +3,165 +6%
FIM
71
Freedom Investment Management
Connecticut
$4.64M -$384K -4,764 -7%
IWP
72
IAG Wealth Partners
Wisconsin
$4.45M -$97K -1,204 -2%
GIA
73
Gladstone Institutional Advisory
Florida
$4.38M +$23.9K +297 +0.5%
RFA
74
RTD Financial Advisors
Pennsylvania
$4.29M -$219K -2,723 -5%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.26M -$56.4K -700 -1%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.