We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.95M -$21.2M -279,402 -85%
CAL
77
Capital Analysts LLC
Pennsylvania
$3.93M +$2.13M +28,129 +132%
B
78
Bailard
California
$3.84M -$69.2K -914 -2%
UBS Group
79
UBS Group
Switzerland
$3.7M -$127K -1,677 -3%
IMC Chicago
80
IMC Chicago
Illinois
$3.67M +$2.12M +27,933 +153%
MHWM
81
Montz Harcus Wealth Management
Louisiana
$3.64M +$115K +1,522 +3%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.6M +$1.04M +13,671 +43%
MA
83
MONECO Advisors
Connecticut
$3.45M +$557K +7,354 +20%
TC
84
TownSquare Capital
Utah
$3.3M -$6.19M -81,792 -66%
GWM
85
Geneos Wealth Management
Colorado
$3.29M -$3.19M -42,101 -50%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$3.27M +$207K +2,736 +7%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$3.21M -$185K -2,445 -6%
OAM
88
Occidental Asset Management
California
$2.69M +$142K +1,881 +6%
RWM
89
Rialto Wealth Management
New York
$2.66M -$46.3K -612 -2%
FCP
90
Fidelis Capital Partners
Florida
$2.63M +$757K +10,003 +43%
LPAM
91
Lodestar Private Asset Management
California
$2.53M -$43.8K -579 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.51M -$63.8K -842 -3%
KWA
93
Kingswood Wealth Advisors
California
$2.5M -$74.7K -986 -3%
CMP
94
Courage Miller Partners
Virginia
$2.47M +$105K +1,382 +5%
BCM
95
Brookstone Capital Management
Illinois
$2.35M -$39.3K -519 -2%
BFA
96
Bill Few Associates
Pennsylvania
$2.31M +$1.34M +17,636 +154%
IP
97
Ignite Planners
California
$2.3M +$19.1K +252 +0.9%
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$2.25M -$701K -9,251 -25%
CI
99
CX Institutional
Indiana
$2.07M +$548K +7,232 +38%
KWM
100
Kingsview Wealth Management
Oregon
$2.02M +$70.3K +928 +4%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.