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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B 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, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
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
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.95M -$22.2M -279,402 -85%
CAL
77
Capital Analysts LLC
Pennsylvania
$3.93M +$2.23M +28,129 +132%
B
78
Bailard
California
$3.84M -$72.6K -914 -2%
UBS Group
79
UBS Group
Switzerland
$3.7M -$133K -1,677 -3%
IMC Chicago
80
IMC Chicago
Illinois
$3.67M +$2.22M +27,933 +153%
MHWM
81
Montz Harcus Wealth Management
Louisiana
$3.64M +$121K +1,522 +3%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.6M +$1.09M +13,671 +43%
MA
83
MONECO Advisors
Connecticut
$3.45M +$584K +7,354 +20%
TC
84
TownSquare Capital
Utah
$3.3M -$6.5M -81,792 -66%
GWM
85
Geneos Wealth Management
Colorado
$3.29M -$3.34M -42,101 -50%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$3.27M +$217K +2,736 +7%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.21M -$194K -2,445 -6%
OAM
88
Occidental Asset Management
California
$2.69M +$149K +1,881 +6%
RWM
89
Rialto Wealth Management
New York
$2.66M -$48.6K -612 -2%
FCP
90
Fidelis Capital Partners
Florida
$2.63M +$795K +10,003 +43%
LPAM
91
Lodestar Private Asset Management
California
$2.53M -$46K -579 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.51M -$66.9K -842 -3%
KWA
93
Kingswood Wealth Advisors
California
$2.5M -$78.3K -986 -3%
CMP
94
Courage Miller Partners
Virginia
$2.47M +$110K +1,382 +5%
BCM
95
Brookstone Capital Management
Illinois
$2.35M -$41.2K -519 -2%
BFA
96
Bill Few Associates
Pennsylvania
$2.31M +$1.4M +17,636 +154%
IP
97
Ignite Planners
California
$2.3M +$20.5K +252 +0.9%
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$2.25M -$737K -9,251 -25%
CI
99
CX Institutional
Indiana
$2.07M +$574K +7,232 +38%
KWM
100
Kingsview Wealth Management
Oregon
$2.02M +$73.7K +928 +4%
2 3
4
5 6