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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
51
Total Wealth Planning
Ohio
$7.36M -$175K -2,275 -2%
RIM
52
Rockbridge Investment Management
New York
$7.17M -$377K -4,894 -5%
WP
53
WealthShield Partners
North Carolina
$7.05M +$46.3K +601 +0.7%
WWA
54
WCG Wealth Advisors
Nevada
$6.83M -$888K -11,519 -11%
AAS
55
Avantax Advisory Services
Texas
$6.78M +$298K +3,866 +5%
Osaic Holdings
56
Osaic Holdings
Arizona
$6.64M -$2.43M -31,491 -27%
GWM
57
Geneos Wealth Management
Colorado
$6.44M +$3.25M +42,243 +102%
MML Investors Services
58
MML Investors Services
Massachusetts
$6.31M +$5.28M +68,472 +510%
CWM
59
Capital Wealth Management
Rhode Island
$6.25M +$876K +11,369 +16%
SFG
60
Sage Financial Group
Pennsylvania
$5.88M -$81.3K -1,055 -1%
DI
61
Diligent Investors
California
$5.88M -$713K -9,259 -11%
Raymond James Financial
62
Raymond James Financial
Florida
$5.75M -$9.46M -122,798 -62%
MBI
63
May Barnhard Investments
Maryland
$5.72M -$388K -5,033 -6%
PAG
64
Private Advisor Group
New Jersey
$5.48M +$633K +8,211 +13%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$5.34M – – –
Bank of America
66
Bank of America
North Carolina
$5.26M +$3.08K +40 +0.1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5.24M -$319K -4,143 -6%
SEIA
68
Signature Estate & Investment Advisors
California
$5.11M +$1.48M +19,187 +41%
KOC
69
Koss-Olinger Consulting
Florida
$5.03M -$70.1K -910 -1%
MAM
70
Marotta Asset Management
Virginia
$4.64M +$251K +3,165 +6%
FIM
71
Freedom Investment Management
Connecticut
$4.64M -$367K -4,764 -7%
IWP
72
IAG Wealth Partners
Wisconsin
$4.45M -$92.8K -1,204 -2%
GIA
73
Gladstone Institutional Advisory
Florida
$4.38M +$22.9K +297 +0.5%
RFA
74
RTD Financial Advisors
Pennsylvania
$4.29M -$210K -2,723 -5%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.26M -$53.9K -700 -1%
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