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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

370 hedge funds and large institutions have $1.82B 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, 126 increasing their positions, 145 reducing their positions, and 20 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
4.97%
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
126
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$66.9M
2
BEI
2
Benjamin Edwards Inc
Missouri
$56.8M
3
PA
3
Prism Advisors
California
$6.87M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
5
CIM
5
Confluence Investment Management
Missouri
$24.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$187M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.54M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.95M 49,746 -279,402 -85%
CAL
77
Capital Analysts LLC
Pennsylvania
$3.93M 49,457 +28,129 +132%
B
78
Bailard
California
$3.84M 48,289 -914 -2%
UBS Group
79
UBS Group
Switzerland
$3.7M 46,581 -1,677 -3%
IMC Chicago
80
IMC Chicago
Illinois
$3.67M 46,193 +27,933 +153%
MHWM
81
Montz Harcus Wealth Management
Louisiana
$3.64M 45,874 +1,522 +3%
MA
82
MONECO Advisors
Connecticut
$3.45M 43,449 +7,354 +20%
TC
83
TownSquare Capital
Utah
$3.3M 41,504 -81,792 -66%
GWM
84
Geneos Wealth Management
Colorado
$3.29M 41,449 -42,101 -50%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$3.27M 41,129 +2,736 +7%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$3.21M 40,440 -2,445 -6%
OAM
87
Occidental Asset Management
California
$2.69M 33,813 +1,881 +6%
RWM
88
Rialto Wealth Management
New York
$2.66M 33,429 -612 -2%
FCP
89
Fidelis Capital Partners
Florida
$2.63M 33,117 +10,003 +43%
LPAM
90
Lodestar Private Asset Management
California
$2.53M 31,805 -579 -2%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.51M 31,577 -842 -3%
KWA
92
Kingswood Wealth Advisors
California
$2.5M 31,533 -986 -3%
CMP
93
Courage Miller Partners
Virginia
$2.47M 31,088 +1,382 +5%
BCM
94
Brookstone Capital Management
Illinois
$2.35M 29,591 -519 -2%
BFA
95
Bill Few Associates
Pennsylvania
$2.31M 29,109 +17,636 +154%
IP
96
Ignite Planners
California
$2.3M 28,240 +252 +0.9%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$2.25M 28,250 -9,251 -25%
CI
98
CX Institutional
Indiana
$2.07M 26,091 +7,232 +38%
KWM
99
Kingsview Wealth Management
Oregon
$2.02M 25,487 +928 +4%
BCM
100
Barden Capital Management
Texas
$1.94M 24,459 -3 -0%
2 3
4
5 6