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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
76
Bailard
California
$3.82M -$209K -2,538 -5%
MHWM
77
Montz Harcus Wealth Management
Louisiana
$3.81M -$12.9K -157 -0.3%
JP Morgan Chase
78
JP Morgan Chase
New York
$3.71M +$1.84M +22,302 +100%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$3.63M +$192K +2,332 +6%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$3.48M -$1.4M -17,058 -29%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$3.45M -$689K -8,368 -17%
GWM
82
Geneos Wealth Management
Colorado
$3.43M -$31.7K -385 -0.9%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$3.2M -$168K -2,034 -5%
SPIA
84
Steward Partners Investment Advisory
New York
$3.04M +$2.84M +34,528 +1,807%
TC
85
TownSquare Capital
Utah
$3.03M -$425K -5,158 -12%
OAM
86
Occidental Asset Management
California
$2.94M +$121K +1,475 +4%
FCP
87
Fidelis Capital Partners
Florida
$2.76M
CMP
88
Courage Miller Partners
Virginia
$2.6M +$5.85K +71 +0.2%
LPAM
89
Lodestar Private Asset Management
California
$2.59M -$64.9K -788 -2%
KWA
90
Kingswood Wealth Advisors
California
$2.57M -$57.5K -698 -2%
Creative Planning
91
Creative Planning
Kansas
$2.49M +$886K +10,760 +56%
BFA
92
Bill Few Associates
Pennsylvania
$2.43M +$5.85K +71 +0.2%
BCM
93
Brookstone Capital Management
Illinois
$2.43M -$36.8K -447 -2%
IP
94
Ignite Planners
California
$2.36M +$1.65K +20 +0.1%
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$2.31M -$41.6K -505 -2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$2.31M -$321K -3,895 -12%
IF
97
Intrua Financial
Texas
$2.29M +$2.26M +27,483 New
TAM
98
Titleist Asset Management
Texas
$2.28M -$2.47M -29,984 -52%
CI
99
CX Institutional
Indiana
$2.24M +$60.4K +734 +3%
SFG
100
Shum Financial Group
California
$2.15M +$2.12M +25,764 New

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.