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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B 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, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
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
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$7.12M +$1.7M +21,460 +31%
RIM
52
Rockbridge Investment Management
New York
$7.01M -$385K -4,844 -5%
PA
53
Prism Advisors
California
$6.87M +$6.87M +86,554 New
PAG
54
Private Advisor Group
New Jersey
$6.74M +$1.08M +13,612 +19%
IWP
55
IAG Wealth Partners
Wisconsin
$6.6M +$2.01M +25,363 +44%
CWM
56
Capital Wealth Management
Rhode Island
$6.59M +$146K +1,834 +2%
AWM
57
Avior Wealth Management
Nebraska
$6.19M -$9.86M -124,096 -61%
SFG
58
Sage Financial Group
Pennsylvania
$6.05M -$17.9K -225 -0.3%
Raymond James Financial
59
Raymond James Financial
Florida
$5.87M -$62.4K -786 -1%
MBI
60
May Barnhard Investments
Maryland
$5.63M -$264K -3,327 -4%
DI
61
Diligent Investors
California
$5.61M -$452K -5,691 -7%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.5M – – –
WFPG
63
Waller Financial Planning Group
Ohio
$4.97M +$788K +9,923 +19%
FIM
64
Freedom Investment Management
Connecticut
$4.75M -$33.4K -420 -0.7%
GIA
65
Gladstone Institutional Advisory
Florida
$4.7M +$183K +2,307 +4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.67M -$735K -9,257 -14%
TAM
67
Titleist Asset Management
Texas
$4.55M +$4.55M +57,343 New
KOC
68
Koss-Olinger Consulting
Florida
$4.53M -$661K -8,323 -13%
RFA
69
RTD Financial Advisors
Pennsylvania
$4.42M -$2.15K -27 -0%
MAM
70
Marotta Asset Management
Virginia
$4.26M -$381K -4,795 -8%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.26M -$133K -1,674 -3%
CNTOF
72
Canandaigua National Trust of Florida
New York
$4.06M -$45.2K -569 -1%
CPIG
73
Chicago Partners Investment Group
Illinois
$4.03M +$131K +1,577 +3%
MWM
74
Modera Wealth Management
New Jersey
$4.01M +$5.48K +69 +0.1%
SEIA
75
Signature Estate & Investment Advisors
California
$4M -$1.27M -15,930 -24%
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