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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Salomon & Ludwin
Virginia
$1.1M +$2.3K +28 +0.2%
AFTS
152
American Financial & Tax Strategies
New York
$1.1M +$47.1K +573 +4%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$1.1M -$12.2M -149,018 -92%
MML Investors Services
154
MML Investors Services
Massachusetts
$1.08M +$804K +9,791 +270%
LAM
155
Lewis Asset Management
California
$1.06M -$93.3K -1,135 -8%
HA
156
HFG Advisors
Ohio
$1.05M +$123K +1,493 +13%
WAM
157
Weinberger Asset Management
California
$1.01M -$73.9K -899 -7%
CIA
158
Cape Investment Advisory
Georgia
$985K +$4.76K +58 +0.5%
KF
159
Krilogy Financial
Missouri
$976K +$29.6K +360 +3%
PAS
160
Park Avenue Securities
New York
$956K +$106K +1,292 +12%
CFS
161
Commonwealth Financial Services
West Virginia
$939K -$12K -146 -1%
BFA
162
Bill Few Associates
Pennsylvania
$891K +$212K +2,577 +30%
IWA
163
Invera Wealth Advisors
Oregon
$890K +$20.5K +249 +2%
WA
164
Wambolt & Associates
Colorado
$871K -$61.4K -747 -6%
MCM
165
MidAtlantic Capital Management
Virginia
$867K
KFGK
166
Keystone Financial Group (Kentucky)
Kentucky
$861K +$739 +9 +0.1%
SOS
167
Silver Oak Securities
Tennessee
$831K -$17.6K -214 -2%
GLA
168
Good Life Advisors
Pennsylvania
$826K -$37.1K -452 -4%
MAMG
169
Milestone Asset Management Group
Connecticut
$809K +$829K +10,090 New
AI
170
Atria Investments
North Carolina
$802K +$103K +1,252 +14%
EA
171
Eclectic Associates
California
$757K -$20.1K -245 -3%
TC
172
TAGStone Capital
North Carolina
$752K +$4.44K +54 +0.6%
PWG
173
Portside Wealth Group
Utah
$742K +$62.5K +761 +9%
FA
174
Fiduciary Alliance
South Carolina
$736K +$754K +9,178 New
ECA
175
Elevated Capital Advisors
Utah
$733K +$244K +2,972 +48%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.