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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
51
IAG Wealth Partners
Wisconsin
$6.85M -$76.8K -932 -1%
RIM
52
Rockbridge Investment Management
New York
$6.52M -$827K -10,039 -11%
Raymond James Financial
53
Raymond James Financial
Florida
$6.31M +$144K +1,750 +2%
AWM
54
Avior Wealth Management
Nebraska
$6.24M -$253K -3,068 -4%
Bank of America
55
Bank of America
North Carolina
$6.13M -$1.33M -16,201 -18%
SFG
56
Sage Financial Group
Pennsylvania
$6.12M -$233K -2,829 -4%
MBI
57
May Barnhard Investments
Maryland
$5.85M -$69.7K -846 -1%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$5.78M +$3.13K +38 +0.1%
DI
59
Diligent Investors
California
$5.71M -$182K -2,216 -3%
PA
60
Prism Advisors
California
$5.32M -$1.87M -22,738 -26%
WFPG
61
Waller Financial Planning Group
Ohio
$5.31M +$91.5K +1,111 +2%
RIM
62
Redwood Investment Management
Arizona
$5.04M +$4.62M +56,127 +1,288%
GIA
63
Gladstone Institutional Advisory
Florida
$4.99M +$60.9K +740 +1%
MA
64
MONECO Advisors
Connecticut
$4.91M +$1.27M +15,464 +36%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.63M +$159K +1,935 +4%
RFA
66
RTD Financial Advisors
Pennsylvania
$4.62M -$23.1K -280 -0.5%
CPIG
67
Chicago Partners Investment Group
Illinois
$4.54M +$482K +5,852 +12%
KOC
68
Koss-Olinger Consulting
Florida
$4.53M +$659 +8 +0%
UBS Group
69
UBS Group
Switzerland
$4.34M +$449K +5,448 +12%
MAM
70
Marotta Asset Management
Virginia
$4.32M -$165K -2,004 -4%
SEIA
71
Signature Estate & Investment Advisors
California
$4.22M +$19.6K +238 +0.5%
MWM
72
Modera Wealth Management
New Jersey
$4.22M +$5.19K +63 +0.1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$4.17M +$4.12M +50,000 New
CAL
74
Capital Analysts LLC
Pennsylvania
$3.96M -$168K -2,035 -4%
CNTOF
75
Canandaigua National Trust of Florida
New York
$3.93M -$326K -3,957 -8%

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.