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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$1.43M -$40.1K -487 -3%
CAMG
127
CWA Asset Management Group
Florida
$1.41M +$25.8K +313 +2%
BM
128
Berman McAleer
Maryland
$1.39M +$1.37M +16,642 New
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$1.32M +$11K +133 +0.8%
HAG
130
HF Advisory Group
Maryland
$1.32M +$69.2K +840 +6%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$1.32M -$106K -1,288 -8%
PFA
132
Pure Financial Advisors
California
$1.26M -$16K -194 -1%
JWS
133
Juncture Wealth Strategies
Arizona
$1.26M -$128K -1,558 -9%
VWA
134
Visionary Wealth Advisors
Illinois
$1.26M -$458K -5,558 -27%
BMWS
135
Brady Martz Wealth Solutions
North Dakota
$1.23M -$14.7K -178 -1%
KWM
136
Kingsview Wealth Management
Oregon
$1.22M -$894K -10,859 -43%
Brown Advisory
137
Brown Advisory
Maryland
$1.18M +$815K +9,891 +234%
OBWG
138
Onyx Bridge Wealth Group
New York
$1.18M +$809K +9,820 +230%
AFTS
139
American Financial & Tax Strategies
New York
$1.15M -$21.6K -262 -2%
ECA
140
Elevated Capital Advisors
Utah
$1.12M +$370K +4,495 +50%
LC
141
LTG Capital
Massachusetts
$1.1M -$144K -1,744 -12%
HA
142
HFG Advisors
Ohio
$1.07M -$1.4K -17 -0.1%
AF
143
Allworth Financial
California
$1.05M -$15.4K -187 -1%
LAM
144
Lewis Asset Management
California
$1.03M -$49.2K -597 -5%
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
$946K +$16.1K +196 +2%
AO
146
Advisor OS
Illinois
$925K -$65.2K -792 -7%
KF
147
Krilogy Financial
Missouri
$912K -$69.5K -844 -7%
QCM
148
Quantinno Capital Management
New York
$907K +$896K +10,878 New
FA
149
Fiduciary Alliance
South Carolina
$907K +$6.01K +73 +0.7%
MCM
150
MidAtlantic Capital Management
Virginia
$902K

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.