We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
126
Collective Family Office
Pennsylvania
$1.45M -$13.6K -180 -1%
MCM
127
MAI Capital Management
Ohio
$1.4M +$281K +3,708 +27%
FFA
128
Florida Financial Advisors
Florida
$1.38M -$475K -6,276 -27%
AFAS
129
Acorn Financial Advisory Services
Virginia
$1.37M
CSF
130
Capital Squared Financial
Maryland
$1.36M +$1.3M +17,103 New
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$1.36M +$266K +3,513 +26%
JWS
132
Juncture Wealth Strategies
Arizona
$1.33M -$286K -3,771 -18%
CAMG
133
CWA Asset Management Group
Florida
$1.32M -$115K -1,518 -8%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.25M +$134K +1,768 +13%
PFA
135
Pure Financial Advisors
California
$1.22M -$100K -1,327 -8%
HAG
136
HF Advisory Group
Maryland
$1.19M -$18.2K -241 -2%
BMWS
137
Brady Martz Wealth Solutions
North Dakota
$1.18M -$369K -4,875 -25%
LC
138
LTG Capital
Massachusetts
$1.18M -$29K -383 -3%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.13M -$187K -2,475 -15%
AFTS
140
American Financial & Tax Strategies
New York
$1.12M +$18.5K +244 +2%
GRP
141
Global Retirement Partners
California
$1.03M +$981K +12,953 New
LAM
142
Lewis Asset Management
California
$1.03M -$19.1K -252 -2%
HA
143
HFG Advisors
Ohio
$1.02M +$2.5K +33 +0.3%
AF
144
Allworth Financial
California
$1.02M -$80.2K -1,059 -8%
SWM
145
SFG Wealth Management
Maryland
$995K
CIA
146
Cape Investment Advisory
Georgia
$974K +$4.01K +53 +0.4%
KF
147
Krilogy Financial
Missouri
$947K +$13.3K +176 +1%
AO
148
Advisor OS
Illinois
$944K +$631K +8,337 +235%
WAM
149
Weinberger Asset Management
California
$934K -$3.71K -49 -0.4%
CFS
150
Commonwealth Financial Services
West Virginia
$928K

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.