MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $1.8B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 154 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 154

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$26M
2 +$11.4M
3 +$8.97M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EH
Equitable Holdings
New York
+$6.41M

Top Sellers

1 -$68.7M
2 -$44.8M
3 -$17.4M
4
BEI
Benjamin Edwards Inc
Missouri
-$14.6M
5
Goldman Sachs
Goldman Sachs
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
126
Collective Family Office
Pennsylvania
$1.56M
FPAS
127
Focus Partners Advisor Solutions
Missouri
$1.53M
HAG
128
HF Advisory Group
Maryland
$1.49M
AFAS
129
Acorn Financial Advisory Services
Virginia
$1.47M
MCM
130
MAI Capital Management
Ohio
$1.45M
SWA
131
Stratos Wealth Advisors
Ohio
$1.44M
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.44M
ECA
133
Elevated Capital Advisors
Utah
$1.39M
SOS
134
Silver Oak Securities
Tennessee
$1.32M
BM
135
Berman McAleer
Maryland
$1.31M
OFG
136
Omega Financial Group
California
$1.29M
EWA
137
EP Wealth Advisors
California
$1.28M
FFA
138
Farther Finance Advisors
California
$1.27M
AFTS
139
American Financial & Tax Strategies
New York
$1.26M
HA
140
HFG Advisors
Ohio
$1.25M
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$1.25M
PFA
142
Pure Financial Advisors
California
$1.23M
Brown Advisory
143
Brown Advisory
Maryland
$1.2M
LC
144
LTG Capital
Massachusetts
$1.16M
SWM
145
Silverlake Wealth Management
Vermont
$1.16M
FA
146
Fiduciary Alliance
South Carolina
$1.13M
AF
147
Allworth Financial
California
$1.06M
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1.06M
CIA
149
Cape Investment Advisory
Georgia
$1.03M
CFB
150
Cullen/Frost Bankers
Texas
$1.02M