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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$2.14M +$152K +1,842 +8%
BCM
102
Barden Capital Management
Texas
$2M -$36.8K -447 -2%
NA
103
NewEdge Advisors
Louisiana
$1.99M +$1.48M +17,941 +303%
KAS
104
Kestra Advisory Services
Texas
$1.93M +$314K +3,816 +20%
PCM
105
Payne Capital Management
New York
$1.92M +$267K +3,246 +16%
CC
106
Courier Capital
New York
$1.9M +$8.56K +104 +0.5%
ACA
107
Aptus Capital Advisors
Alabama
$1.89M -$42K -510 -2%
FGG
108
Financial Guidance Group
Florida
$1.88M -$37.6K -456 -2%
MFG
109
Merit Financial Group
Georgia
$1.87M -$109K -1,320 -6%
SCP
110
Stevens Capital Partners
Nebraska
$1.84M +$36.5K +443 +2%
Truist Financial
111
Truist Financial
North Carolina
$1.77M +$19.9K +242 +1%
CFGA
112
Cambridge Financial Group (Arizona)
Arizona
$1.77M +$9.31K +113 +0.5%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$1.71M +$87.2K +1,059 +5%
GVAG
114
Great Valley Advisor Group
Delaware
$1.69M +$18.9K +230 +1%
AWM
115
Accurate Wealth Management
Florida
$1.66M +$91.7K +1,114 +6%
WANY
116
Wealthspire Advisors (New York)
New York
$1.65M +$7.25K +88 +0.4%
MOS
117
MGO One Seven
Ohio
$1.63M +$14K +170 +0.9%
CSF
118
Capital Squared Financial
Maryland
$1.6M +$174K +2,110 +12%
SWA
119
Stratos Wealth Advisors
Ohio
$1.54M -$5.27K -64 -0.3%
SL
120
Salomon & Ludwin
Virginia
$1.51M +$5.76K +70 +0.4%
AQR Capital Management
121
AQR Capital Management
Connecticut
$1.49M +$726K +8,810 +97%
FFA
122
Farther Finance Advisors
California
$1.48M -$182K -2,205 -11%
OFG
123
Omega Financial Group
California
$1.45M -$198K -2,401 -12%
CFO
124
Collective Family Office
Pennsylvania
$1.44M -$82.4K -1,000 -5%
AFAS
125
Acorn Financial Advisory Services
Virginia
$1.44M

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.