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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 %
MCM
126
MAI Capital Management
Ohio
$1.4M +$295K +3,708 +27%
FFA
127
Florida Financial Advisors
Florida
$1.38M -$502K -6,276 -27%
AFAS
128
Acorn Financial Advisory Services
Virginia
$1.37M – – –
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$1.36M +$279K +3,513 +26%
JWS
130
Juncture Wealth Strategies
Arizona
$1.33M -$300K -3,771 -18%
CAMG
131
CWA Asset Management Group
Florida
$1.32M -$121K -1,518 -8%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.25M +$140K +1,768 +13%
PFA
133
Pure Financial Advisors
California
$1.22M -$105K -1,327 -8%
HAG
134
HF Advisory Group
Maryland
$1.19M -$19.1K -241 -2%
BMWS
135
Brady Martz Wealth Solutions
North Dakota
$1.18M -$387K -4,875 -25%
LC
136
LTG Capital
Massachusetts
$1.18M -$30.4K -383 -3%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.13M -$197K -2,475 -15%
AFTS
138
American Financial & Tax Strategies
New York
$1.12M +$19.4K +244 +2%
GRP
139
Global Retirement Partners
California
$1.03M +$1.03M +12,953 New
LAM
140
Lewis Asset Management
California
$1.03M -$20K -252 -2%
HA
141
HFG Advisors
Ohio
$1.02M +$2.62K +33 +0.3%
AF
142
Allworth Financial
California
$1.02M -$84.1K -1,059 -8%
SWM
143
SFG Wealth Management
Maryland
$995K – – –
CIA
144
Cape Investment Advisory
Georgia
$974K +$4.21K +53 +0.4%
KF
145
Krilogy Financial
Missouri
$947K +$14K +176 +1%
AO
146
Advisor OS
Illinois
$944K +$662K +8,337 +235%
WAM
147
Weinberger Asset Management
California
$934K -$3.89K -49 -0.4%
CFS
148
Commonwealth Financial Services
West Virginia
$928K – – –
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$886K +$24K +302 +3%
MCM
150
MidAtlantic Capital Management
Virginia
$859K – – –
4 5
6
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