MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

359 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, 106 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

32% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 156

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
151
Invera Wealth Advisors
Oregon
$893K
GRP
152
Global Retirement Partners
California
$891K
CFS
153
Commonwealth Financial Services
West Virginia
$890K
MAMG
154
Milestone Asset Management Group
Connecticut
$886K
IA
155
IFG Advisory
Georgia
$885K
LA
156
LexAurum Advisors
Kansas
$876K
BC
157
Burney Company
Virginia
$835K
RWM
158
Rialto Wealth Management
New York
$829K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$828K
PWG
160
Portside Wealth Group
Utah
$820K
BCI
161
Brinker Capital Investments
Pennsylvania
$817K
SOS
162
Silver Oak Securities
Tennessee
$814K
SG
163
Sharper & Granite
California
$810K
TYCC
164
Texas Yale Capital Corp
Florida
$759K
TC
165
TAGStone Capital
North Carolina
$758K
PSF
166
Pacific Sun Financial
California
$744K
EA
167
Eclectic Associates
California
$725K
BFM
168
Broadview Financial Management
Wisconsin
$717K
KAS
169
KPP Advisory Services
Kentucky
$697K
EFG
170
Everhart Financial Group
Ohio
$655K
SCM
171
SOL Capital Management
Maryland
$651K
FIM
172
Freedom Investment Management
Connecticut
$640K
FFA
173
Florida Financial Advisors
Florida
$618K
RCA
174
Resonant Capital Advisors
Wisconsin
$590K
SIC
175
SJS Investment Consulting
Ohio
$584K