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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Occidental Asset Management
California
$2.48M +$425K +5,171 +20%
IP
102
Ignite Planners
California
$2.45M +$66.1K +804 +3%
KWA
103
Kingswood Wealth Advisors
California
$2.33M +$2.39M +29,083 New
CMP
104
Courage Miller Partners
Virginia
$2.31M -$14.7K -179 -0.6%
VT
105
Vise Technologies
New York
$2.24M +$1.97M +23,994 +610%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$2.18M +$1.85M +22,562 +493%
ACA
107
Aptus Capital Advisors
Alabama
$2.1M -$335K -4,073 -13%
FGG
108
Financial Guidance Group
Florida
$2.09M -$330K -4,020 -13%
BDWCC
109
B&D White Capital Company
Texas
$2.02M +$2.06M +25,128 New
KWM
110
Kingsview Wealth Management
Oregon
$2.01M -$9.2K -112 -0.4%
BCM
111
Barden Capital Management
Texas
$1.93M +$89K +1,083 +5%
SFG
112
Shum Financial Group
California
$1.92M +$49.2K +599 +3%
FCP
113
Fidelis Capital Partners
Florida
$1.85M +$1.85M +22,566 New
CC
114
Courier Capital
New York
$1.81M
BMWS
115
Brady Martz Wealth Solutions
North Dakota
$1.81M +$1.83M +22,275 New
MA
116
MONECO Advisors
Connecticut
$1.73M +$661K +8,048 +60%
JWS
117
Juncture Wealth Strategies
Arizona
$1.7M -$32.9K -401 -2%
SAF
118
Smith Anglin Financial
Texas
$1.68M +$9.86K +120 +0.6%
OFG
119
Omega Financial Group
California
$1.67M -$18.4K -224 -1%
Truist Financial
120
Truist Financial
North Carolina
$1.66M +$8.79K +107 +0.5%
FFA
121
Farther Finance Advisors
California
$1.64M -$266K -3,236 -14%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.62M -$323K -3,936 -16%
BCM
123
Brookstone Capital Management
Illinois
$1.57M +$381K +4,639 +31%
GVAG
124
Great Valley Advisor Group
Delaware
$1.55M +$44.8K +545 +3%
BCI
125
Brinker Capital Investments
Pennsylvania
$1.53M +$317K +3,862 +25%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.