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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
76
IAG Wealth Partners
Wisconsin
$4.72M -$161K -1,962 -3%
RFA
77
RTD Financial Advisors
Pennsylvania
$4.69M -$50.7K -617 -1%
GSIAS
78
Garden State Investment Advisory Services
New Jersey
$4.67M +$20.9K +254 +0.4%
MFG
79
Merit Financial Group
Georgia
$4.55M -$128K -1,563 -3%
GIA
80
Gladstone Institutional Advisory
Florida
$4.53M -$288K -3,510 -6%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.49M +$150K +1,824 +3%
SWP
82
Stratos Wealth Partners
Ohio
$4.43M +$3.64M +44,262 +404%
MAM
83
Marotta Asset Management
Virginia
$4.41M -$260K -3,165 -5%
CWA
84
Clarus Wealth Advisors
Arizona
$4.25M -$260K -3,160 -6%
CNTOF
85
Canandaigua National Trust of Florida
New York
$4.06M +$18.9K +230 +0.5%
UBS Group
86
UBS Group
Switzerland
$4.05M -$88.2K -1,074 -2%
MWM
87
Modera Wealth Management
New Jersey
$4.04M +$4.14M +50,385 New
B
88
Bailard
California
$3.97M -$59.3K -722 -1%
IAA
89
Independent Advisor Alliance
North Carolina
$3.84M +$3.65M +44,371 +1,245%
SEIA
90
Signature Estate & Investment Advisors
California
$3.78M +$1.9M +23,186 +97%
MHWM
91
Montz Harcus Wealth Management
Louisiana
$3.41M +$2.35M +28,552 +204%
GWM
92
Geneos Wealth Management
Colorado
$3.31M +$16.2K +197 +0.5%
CPIG
93
Chicago Partners Investment Group
Illinois
$3.16M +$196K +2,391 +6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$3.01M -$198K -2,407 -6%
PIA
95
Perennial Investment Advisors
California
$2.93M -$2.14M -26,107 -42%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$82.5K +1,004 +3%
RWM
97
Rialto Wealth Management
New York
$2.81M +$2.88M +35,096 New
LPAM
98
Lodestar Private Asset Management
California
$2.81M -$38.5K -469 -1%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$2.8M -$281K -3,420 -9%
PS
100
Principal Securities
Iowa
$2.75M +$141K +1,711 +5%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.