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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B 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, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
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
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Barden Capital Management
Texas
$1.94M -$238 -3 -0%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$1.89M +$333K +4,196 +21%
MFG
103
Merit Financial Group
Georgia
$1.88M -$126K -1,583 -6%
ACA
104
Aptus Capital Advisors
Alabama
$1.84M -$50K -629 -3%
FGG
105
Financial Guidance Group
Florida
$1.83M -$49.4K -622 -3%
CC
106
Courier Capital
New York
$1.8M -$7.31K -92 -0.4%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$1.76M +$522K +6,571 +42%
SCP
108
Stevens Capital Partners
Nebraska
$1.72M -$23.1K -291 -1%
CFGA
109
Cambridge Financial Group (Arizona)
Arizona
$1.67M +$155K +1,947 +10%
Truist Financial
110
Truist Financial
North Carolina
$1.67M -$523K -6,590 -24%
VWA
111
Visionary Wealth Advisors
Illinois
$1.64M +$301K +3,784 +22%
EWA
112
EP Wealth Advisors
California
$1.61M -$1.34M -16,858 -45%
GVAG
113
Great Valley Advisor Group
Delaware
$1.59M +$50.5K +636 +3%
FFA
114
Farther Finance Advisors
California
$1.58M -$187K -2,359 -11%
OFG
115
Omega Financial Group
California
$1.57M -$9.06K -114 -0.6%
WANY
116
Wealthspire Advisors (New York)
New York
$1.57M -$64.8K -816 -4%
AWM
117
Accurate Wealth Management
Florida
$1.56M +$1.56M +18,861 New
FPAS
118
Focus Partners Advisor Solutions
Missouri
$1.54M -$425K -5,346 -22%
KAS
119
Kestra Advisory Services
Texas
$1.54M -$13.2M -165,952 -90%
MOS
120
MGO One Seven
Ohio
$1.54M -$36.9K -464 -2%
Creative Planning
121
Creative Planning
Kansas
$1.52M +$24.1K +304 +2%
SAF
122
Smith Anglin Financial
Texas
$1.47M -$122K -1,536 -8%
SWA
123
Stratos Wealth Advisors
Ohio
$1.47M +$18.2K +229 +1%
SL
124
Salomon & Ludwin
Virginia
$1.46M +$156K +1,903 +12%
CFO
125
Collective Family Office
Pennsylvania
$1.45M -$14.3K -180 -1%
3 4
5
6 7