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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
76
Waller Financial Planning Group
Ohio
$4.05M -$1.46M -18,115 -26%
CNTOF
77
Canandaigua National Trust of Florida
New York
$3.98M +$85K +1,056 +2%
MWM
78
Modera Wealth Management
New Jersey
$3.89M +$3.3K +41 +0.1%
B
79
Bailard
California
$3.79M -$25.3K -314 -0.6%
UBS Group
80
UBS Group
Switzerland
$3.72M -$181K -2,245 -4%
CPIG
81
Chicago Partners Investment Group
Illinois
$3.52M +$622K +7,727 +20%
MHWM
82
Montz Harcus Wealth Management
Louisiana
$3.42M +$147K +1,827 +4%
Citadel Advisors
83
Citadel Advisors
Florida
$3.36M -$2.49M -30,915 -42%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$3.3M -$177K -2,196 -5%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$2.96M +$193K +2,399 +7%
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$2.9M -$1.66M -20,617 -35%
EWA
87
EP Wealth Advisors
California
$2.86M -$3.28M -40,780 -52%
MA
88
MONECO Advisors
Connecticut
$2.78M +$1.17M +14,575 +68%
PS
89
Principal Securities
Iowa
$2.75M
RWM
90
Rialto Wealth Management
New York
$2.62M -$85K -1,055 -3%
KWA
91
Kingswood Wealth Advisors
California
$2.51M +$277K +3,436 +12%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.5M -$204K -2,537 -7%
LPAM
93
Lodestar Private Asset Management
California
$2.5M -$216K -2,688 -8%
OAM
94
Occidental Asset Management
California
$2.46M +$86K +1,068 +3%
PIA
95
Perennial Investment Advisors
California
$2.45M -$384K -4,773 -13%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.44M -$78M -968,305 -97%
BCM
97
Brookstone Capital Management
Illinois
$2.32M +$846K +10,509 +54%
CMP
98
Courage Miller Partners
Virginia
$2.29M +$68.9K +855 +3%
GS
99
GTS Securities
New York
$2.18M +$2.28M +28,287 New
Truist Financial
100
Truist Financial
North Carolina
$2.13M +$559K +6,936 +34%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.