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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
BCM
101
Barden Capital Management
Texas
$1.94M -$227 -3 -0%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.89M +$318K +4,196 +21%
MFG
103
Merit Financial Group
Georgia
$1.88M -$120K -1,583 -6%
ACA
104
Aptus Capital Advisors
Alabama
$1.84M -$47.6K -629 -3%
FGG
105
Financial Guidance Group
Florida
$1.83M -$47.1K -622 -3%
CC
106
Courier Capital
New York
$1.8M -$6.97K -92 -0.4%
JP Morgan Chase
107
JP Morgan Chase
New York
$1.76M +$498K +6,571 +42%
SCP
108
Stevens Capital Partners
Nebraska
$1.72M -$22K -291 -1%
CFGA
109
Cambridge Financial Group (Arizona)
Arizona
$1.67M +$147K +1,947 +10%
Truist Financial
110
Truist Financial
North Carolina
$1.67M -$499K -6,590 -24%
VWA
111
Visionary Wealth Advisors
Illinois
$1.64M +$287K +3,784 +22%
EWA
112
EP Wealth Advisors
California
$1.61M -$1.28M -16,858 -45%
GVAG
113
Great Valley Advisor Group
Delaware
$1.59M +$48.2K +636 +3%
FFA
114
Farther Finance Advisors
California
$1.58M -$179K -2,359 -11%
PCM
115
Payne Capital Management
New York
$1.57M +$214K +2,826 +17%
OFG
116
Omega Financial Group
California
$1.57M -$8.63K -114 -0.6%
WANY
117
Wealthspire Advisors (New York)
New York
$1.57M -$61.8K -816 -4%
AWM
118
Accurate Wealth Management
Florida
$1.56M +$1.43M +18,861 New
FPAS
119
Focus Partners Advisor Solutions
Missouri
$1.54M -$405K -5,346 -22%
KAS
120
Kestra Advisory Services
Texas
$1.54M -$12.6M -165,952 -90%
MOS
121
MGO One Seven
Ohio
$1.54M -$35.1K -464 -2%
Creative Planning
122
Creative Planning
Kansas
$1.52M +$23K +304 +2%
SAF
123
Smith Anglin Financial
Texas
$1.47M -$116K -1,536 -8%
SWA
124
Stratos Wealth Advisors
Ohio
$1.47M +$17.3K +229 +1%
SL
125
Salomon & Ludwin
Virginia
$1.46M +$144K +1,903 +12%

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.