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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFPG
76
Waller Financial Planning Group
Ohio
$4.05M -$1.4M -18,115 -26%
CNTOF
77
Canandaigua National Trust of Florida
New York
$3.98M +$81.4K +1,056 +2%
MWM
78
Modera Wealth Management
New Jersey
$3.89M +$3.16K +41 +0.1%
B
79
Bailard
California
$3.79M -$24.2K -314 -0.6%
UBS Group
80
UBS Group
Switzerland
$3.72M -$173K -2,245 -4%
CPIG
81
Chicago Partners Investment Group
Illinois
$3.52M +$578K +7,727 +20%
MHWM
82
Montz Harcus Wealth Management
Louisiana
$3.42M +$141K +1,827 +4%
Citadel Advisors
83
Citadel Advisors
Florida
$3.36M -$2.38M -30,915 -42%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$3.3M -$169K -2,196 -5%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$2.96M +$185K +2,399 +7%
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$2.9M -$1.59M -20,617 -35%
EWA
87
EP Wealth Advisors
California
$2.86M -$3.14M -40,780 -52%
MA
88
MONECO Advisors
Connecticut
$2.78M +$1.12M +14,575 +68%
PS
89
Principal Securities
Iowa
$2.75M – – –
RWM
90
Rialto Wealth Management
New York
$2.62M -$81.3K -1,055 -3%
KWA
91
Kingswood Wealth Advisors
California
$2.51M +$265K +3,436 +12%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.5M -$195K -2,537 -7%
LPAM
93
Lodestar Private Asset Management
California
$2.5M -$207K -2,688 -8%
OAM
94
Occidental Asset Management
California
$2.46M +$82.3K +1,068 +3%
PIA
95
Perennial Investment Advisors
California
$2.45M -$368K -4,773 -13%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.44M -$74.6M -968,305 -97%
BCM
97
Brookstone Capital Management
Illinois
$2.32M +$810K +10,509 +54%
CMP
98
Courage Miller Partners
Virginia
$2.29M +$65.9K +855 +3%
GS
99
GTS Securities
New York
$2.18M +$2.18M +28,287 New
Truist Financial
100
Truist Financial
North Carolina
$2.13M +$534K +6,936 +34%
2 3
4
5 6