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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

370 hedge funds and large institutions have $1.82B 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, 126 increasing their positions, 145 reducing their positions, and 20 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
4.97%
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
126
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$66.9M
2
BEI
2
Benjamin Edwards Inc
Missouri
$56.8M
3
PA
3
Prism Advisors
California
$6.87M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
5
CIM
5
Confluence Investment Management
Missouri
$24.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.95M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$187M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.54M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.89M 23,785 +4,196 +21%
MFG
102
Merit Financial Group
Georgia
$1.88M 23,714 -1,583 -6%
ACA
103
Aptus Capital Advisors
Alabama
$1.84M 23,184 -629 -3%
FGG
104
Financial Guidance Group
Florida
$1.83M 23,037 -622 -3%
CC
105
Courier Capital
New York
$1.8M 22,625 -92 -0.4%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$1.76M 22,208 +6,571 +42%
SCP
107
Stevens Capital Partners
Nebraska
$1.72M 21,628 -291 -1%
Truist Financial
108
Truist Financial
North Carolina
$1.67M 21,005 -6,590 -24%
VWA
109
Visionary Wealth Advisors
Illinois
$1.64M 20,624 +3,784 +22%
EWA
110
EP Wealth Advisors
California
$1.61M 20,305 -16,858 -45%
GVAG
111
Great Valley Advisor Group
Delaware
$1.59M 19,994 +636 +3%
FFA
112
Farther Finance Advisors
California
$1.58M 19,906 -2,359 -11%
OFG
113
Omega Financial Group
California
$1.57M 19,734 -114 -0.6%
WANY
114
Wealthspire Advisors (New York)
New York
$1.57M 19,727 -816 -4%
AWM
115
Accurate Wealth Management
Florida
$1.56M 18,861 +18,861 New
FPAS
116
Focus Partners Advisor Solutions
Missouri
$1.54M 19,441 -5,346 -22%
KAS
117
Kestra Advisory Services
Texas
$1.54M 19,368 -165,952 -90%
MOS
118
MGO One Seven
Ohio
$1.54M 19,360 -464 -2%
Creative Planning
119
Creative Planning
Kansas
$1.52M 19,093 +304 +2%
SAF
120
Smith Anglin Financial
Texas
$1.47M 18,530 -1,536 -8%
SWA
121
Stratos Wealth Advisors
Ohio
$1.47M 18,490 +229 +1%
SL
122
Salomon & Ludwin
Virginia
$1.46M 17,870 +1,903 +12%
CFO
123
Collective Family Office
Pennsylvania
$1.45M 18,315 -180 -1%
MCM
124
MAI Capital Management
Ohio
$1.4M 17,623 +3,708 +27%
FFA
125
Florida Financial Advisors
Florida
$1.38M 17,300 -6,276 -27%
3 4
5
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