We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
126
Orion Portfolio Solutions
Nebraska
$1.53M +$317K +3,862 +25%
MOS
127
MGO One Seven
Ohio
$1.52M +$82.8K +1,008 +6%
SWA
128
Stratos Wealth Advisors
Ohio
$1.51M -$32.9K -400 -2%
CFGA
129
Cambridge Financial Group (Arizona)
Arizona
$1.47M +$44.1K +537 +3%
SCP
130
Stevens Capital Partners
Nebraska
$1.45M +$13.6K +165 +0.9%
AFAS
131
Acorn Financial Advisory Services
Virginia
$1.43M
CWA
132
Centennial Wealth Advisory
Michigan
$1.43M +$1.14M +13,873 +354%
Creative Planning
133
Creative Planning
Kansas
$1.41M +$41.6K +506 +3%
VWA
134
Visionary Wealth Advisors
Illinois
$1.41M +$6.24K +76 +0.4%
IA
135
IFG Advisory
Georgia
$1.41M +$27K +329 +2%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$1.39M +$472K +5,748 +50%
PCM
137
Payne Capital Management
New York
$1.39M +$1.42M +17,336 New
PFA
138
Pure Financial Advisors
California
$1.39M -$32.3K -393 -2%
CFO
139
Collective Family Office
Pennsylvania
$1.32M +$397K +4,833 +41%
JP Morgan Chase
140
JP Morgan Chase
New York
$1.28M +$95.3K +1,160 +8%
WANY
141
Wealthspire Advisors (New York)
New York
$1.27M +$1.3M +15,810 New
LC
142
LTG Capital
Massachusetts
$1.23M +$3.86K +47 +0.3%
AF
143
Allworth Financial
California
$1.22M -$20.8K -253 -2%
MCM
144
MAI Capital Management
Ohio
$1.19M -$56.3K -685 -4%
GRP
145
Global Retirement Partners
California
$1.18M +$244K +2,973 +25%
CI
146
CX Institutional
Indiana
$1.17M +$108K +1,318 +10%
FFA
147
Florida Financial Advisors
Florida
$1.15M +$240K +2,923 +26%
NAM
148
NorthCrest Asset Manangement
Minnesota
$1.12M +$557K +6,783 +94%
HAG
149
HF Advisory Group
Maryland
$1.12M +$94.3K +1,148 +9%
MYIA
150
Mount Yale Investment Advisors
Colorado
$1.1M +$381K +4,642 +51%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.