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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$7.12M +$1.63M +21,460 +31%
RIM
52
Rockbridge Investment Management
New York
$7.01M -$367K -4,844 -5%
PA
53
Prism Advisors
California
$6.87M +$6.55M +86,554 New
PAG
54
Private Advisor Group
New Jersey
$6.74M +$1.03M +13,612 +19%
IWP
55
IAG Wealth Partners
Wisconsin
$6.6M +$1.92M +25,363 +44%
CWM
56
Capital Wealth Management
Rhode Island
$6.59M +$139K +1,834 +2%
AWM
57
Avior Wealth Management
Nebraska
$6.19M -$9.4M -124,096 -61%
SFG
58
Sage Financial Group
Pennsylvania
$6.05M -$17K -225 -0.3%
Raymond James Financial
59
Raymond James Financial
Florida
$5.87M -$59.5K -786 -1%
MBI
60
May Barnhard Investments
Maryland
$5.63M -$252K -3,327 -4%
DI
61
Diligent Investors
California
$5.61M -$431K -5,691 -7%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.5M
WFPG
63
Waller Financial Planning Group
Ohio
$4.97M +$751K +9,923 +19%
FIM
64
Freedom Investment Management
Connecticut
$4.75M -$31.8K -420 -0.7%
GIA
65
Gladstone Institutional Advisory
Florida
$4.7M +$175K +2,307 +4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.67M -$701K -9,257 -14%
TAM
67
Titleist Asset Management
Texas
$4.55M +$4.34M +57,343 New
KOC
68
Koss-Olinger Consulting
Florida
$4.53M -$630K -8,323 -13%
RFA
69
RTD Financial Advisors
Pennsylvania
$4.42M -$2.04K -27 -0%
MAM
70
Marotta Asset Management
Virginia
$4.26M -$363K -4,795 -8%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.26M -$127K -1,674 -3%
CNTOF
72
Canandaigua National Trust of Florida
New York
$4.06M -$43.1K -569 -1%
CPIG
73
Chicago Partners Investment Group
Illinois
$4.03M +$119K +1,577 +3%
MWM
74
Modera Wealth Management
New Jersey
$4.01M +$5.22K +69 +0.1%
SEIA
75
Signature Estate & Investment Advisors
California
$4M -$1.21M -15,930 -24%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.