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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

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

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.45M +$96.7K +1,201 +7%
CFO
127
Collective Family Office
Pennsylvania
$1.43M +$161K +2,004 +12%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.41M +$942K +11,700 +177%
SWA
129
Stratos Wealth Advisors
Ohio
$1.41M -$49.7K -617 -3%
IMC Chicago
130
IMC Chicago
Illinois
$1.41M +$1.47M +18,260 New
CAMG
131
CWA Asset Management Group
Florida
$1.4M +$1.46M +18,106 New
IA
132
IFG Advisory
Georgia
$1.37M +$20.8K +258 +1%
AFAS
133
Acorn Financial Advisory Services
Virginia
$1.33M -$42.4K -526 -3%
PCM
134
Payne Capital Management
New York
$1.31M -$28.8K -358 -2%
VWA
135
Visionary Wealth Advisors
Illinois
$1.3M -$58.1K -721 -4%
PFA
136
Pure Financial Advisors
California
$1.28M -$48.2K -598 -3%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.28M -$190K -2,360 -12%
OPS
138
Orion Portfolio Solutions
Nebraska
$1.28M -$190K -2,360 -12%
SL
139
Salomon & Ludwin
Virginia
$1.23M +$178K +2,207 +16%
JP Morgan Chase
140
JP Morgan Chase
New York
$1.2M -$22.6K -281 -2%
LC
141
LTG Capital
Massachusetts
$1.18M -$6.93K -86 -0.6%
HAG
142
HF Advisory Group
Maryland
$1.17M +$101K +1,250 +9%
TRCT
143
Tower Research Capital (TRC)
New York
$1.1M +$769K +9,545 +203%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$1.08M +$20K +248 +2%
MCM
145
MAI Capital Management
Ohio
$1.07M -$73.8K -917 -6%
AFTS
146
American Financial & Tax Strategies
New York
$1.07M +$8.38K +104 +0.8%
MYIA
147
Mount Yale Investment Advisors
Colorado
$1.06M -$1.05K -13 -0.1%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$1.05M -$305K -3,786 -22%
AF
149
Allworth Financial
California
$1.02M -$60.5K -751 -5%
LAM
150
Lewis Asset Management
California
$1.02M -$3.06K -38 -0.3%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.