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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Ignite Planners
California
$2.07M -$193K -2,393 -8%
MFG
102
Merit Financial Group
Georgia
$1.95M -$2.53M -31,442 -55%
SFG
103
Shum Financial Group
California
$1.92M +$83.8K +1,041 +4%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$1.91M -$189K -2,350 -9%
KWM
105
Kingsview Wealth Management
Oregon
$1.89M -$45.3K -562 -2%
BCM
106
Barden Capital Management
Texas
$1.88M +$30.3K +376 +2%
ACA
107
Aptus Capital Advisors
Alabama
$1.83M -$186K -2,309 -9%
FGG
108
Financial Guidance Group
Florida
$1.82M -$190K -2,362 -9%
CC
109
Courier Capital
New York
$1.75M +$12.2K +151 +0.7%
FFA
110
Florida Financial Advisors
Florida
$1.75M +$745K +9,251 +65%
FFA
111
Farther Finance Advisors
California
$1.72M +$143K +1,776 +9%
FCP
112
Fidelis Capital Partners
Florida
$1.7M +$44.1K +548 +2%
SCP
113
Stevens Capital Partners
Nebraska
$1.69M +$306K +3,795 +21%
CAL
114
Capital Analysts LLC
Pennsylvania
$1.64M +$1.7M +21,066 +8,040%
PAS
115
Park Avenue Securities
New York
$1.64M +$749K +9,303 +78%
WANY
116
Wealthspire Advisors (New York)
New York
$1.58M +$381K +4,733 +30%
JWS
117
Juncture Wealth Strategies
Arizona
$1.58M -$62.2K -772 -4%
SAF
118
Smith Anglin Financial
Texas
$1.55M -$75.9K -943 -4%
OFG
119
Omega Financial Group
California
$1.53M -$81.2K -1,008 -5%
MOS
120
MGO One Seven
Ohio
$1.53M +$68.9K +856 +5%
BMWS
121
Brady Martz Wealth Solutions
North Dakota
$1.52M -$203K -2,517 -11%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.51M -$53.6K -665 -3%
GVAG
123
Great Valley Advisor Group
Delaware
$1.49M +$4.75K +59 +0.3%
CFGA
124
Cambridge Financial Group (Arizona)
Arizona
$1.47M +$61.3K +761 +4%
CI
125
CX Institutional
Indiana
$1.45M +$349K +4,328 +30%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.