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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
Fiduciary Alliance
South Carolina
$858K +$318 +4 +0%
WA
152
Wambolt & Associates
Colorado
$838K -$13.6K -168 -2%
GLA
153
Good Life Advisors
Pennsylvania
$830K – – –
LA
154
LexAurum Advisors
Kansas
$823K +$159K +2,000 +24%
SOS
155
Silver Oak Securities
Tennessee
$822K -$180K -2,270 -18%
MAMG
156
Milestone Asset Management Group
Connecticut
$819K +$2.38K +30 +0.3%
TC
157
TAGStone Capital
North Carolina
$817K +$51.9K +653 +7%
PWG
158
Portside Wealth Group
Utah
$762K -$15.7K -198 -2%
AI
159
Atria Investments
North Carolina
$761K +$85.3K +1,074 +13%
IA
160
IFG Advisory
Georgia
$750K -$662K -8,336 -47%
PSF
161
Pacific Sun Financial
California
$730K – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$729K +$67.8K +853 +10%
MYIA
163
Mount Yale Investment Advisors
Colorado
$723K -$370K -4,656 -34%
TYCC
164
Texas Yale Capital Corp
Florida
$723K +$201K +2,525 +38%
ACM
165
Advance Capital Management
Michigan
$722K – – –
AQR Capital Management
166
AQR Capital Management
Connecticut
$721K +$438K +5,519 +155%
ECA
167
Elevated Capital Advisors
Utah
$693K – – –
Renaissance Technologies
168
Renaissance Technologies
New York
$691K -$763K -9,600 -52%
EA
169
Eclectic Associates
California
$691K -$20.6K -259 -3%
BFM
170
Broadview Financial Management
Wisconsin
$682K +$23.3K +293 +4%
Citadel Advisors
171
Citadel Advisors
Florida
$669K -$2.79M -35,139 -81%
WI
172
WrapManager Inc
California
$638K +$27.9K +351 +5%
EFG
173
Everhart Financial Group
Ohio
$626K +$35.1K +442 +6%
SCM
174
SOL Capital Management
Maryland
$620K – – –
KAS
175
KPP Advisory Services
Kentucky
$620K +$11.8K +148 +2%
5 6
7
8 9