MDYV icon

SPDR S&P 400 Mid Cap Value ETF

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6.59% less ownership

Funds ownership: 83.55%76.96% (-6.6%)

15% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 150

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15K
Puts
$8K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.45M
CFO
127
Collective Family Office
Pennsylvania
$1.43M
Renaissance Technologies
128
Renaissance Technologies
New York
$1.41M
SWA
129
Stratos Wealth Advisors
Ohio
$1.41M
IMC Chicago
130
IMC Chicago
Illinois
$1.41M
CAMG
131
CWA Asset Management Group
Florida
$1.4M
IA
132
IFG Advisory
Georgia
$1.37M
AFAS
133
Acorn Financial Advisory Services
Virginia
$1.33M
VWA
134
Visionary Wealth Advisors
Illinois
$1.3M
PFA
135
Pure Financial Advisors
California
$1.28M
OPS
136
Orion Portfolio Solutions
Nebraska
$1.28M
BCI
137
Brinker Capital Investments
Pennsylvania
$1.28M
SL
138
Salomon & Ludwin
Virginia
$1.23M
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$1.2M
LC
140
LTG Capital
Massachusetts
$1.18M
HAG
141
HF Advisory Group
Maryland
$1.17M
TRCT
142
Tower Research Capital (TRC)
New York
$1.1M
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$1.08M
MCM
144
MAI Capital Management
Ohio
$1.07M
AFTS
145
American Financial & Tax Strategies
New York
$1.07M
MYIA
146
Mount Yale Investment Advisors
Colorado
$1.06M
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.05M
AF
148
Allworth Financial
California
$1.02M
LAM
149
Lewis Asset Management
California
$1.02M
PCIA
150
Prime Capital Investment Advisors
Kansas
$990K