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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
151
HFG Advisors
Ohio
$989K -$18K -233 -2%
SOS
152
Silver Oak Securities
Tennessee
$968K +$170K +2,212 +21%
SWM
153
SFG Wealth Management
Maryland
$965K +$965K +12,526 New
CIA
154
Cape Investment Advisory
Georgia
$941K -$5.86K -76 -0.6%
WAM
155
Weinberger Asset Management
California
$910K -$62K -805 -6%
KF
156
Krilogy Financial
Missouri
$905K -$32.5K -422 -3%
CFS
157
Commonwealth Financial Services
West Virginia
$900K -$2K -26 -0.2%
BFA
158
Bill Few Associates
Pennsylvania
$884K +$28K +364 +3%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$836K +$8.78K +114 +1%
MCM
160
MidAtlantic Capital Management
Virginia
$833K – – –
FA
161
Fiduciary Alliance
South Carolina
$832K +$124K +1,615 +18%
IWA
162
Invera Wealth Advisors
Oregon
$826K +$6.01K +78 +0.7%
WA
163
Wambolt & Associates
Colorado
$813K -$25.3K -328 -3%
GLA
164
Good Life Advisors
Pennsylvania
$805K +$11K +143 +1%
MAMG
165
Milestone Asset Management Group
Connecticut
$792K +$14.5K +188 +2%
PWG
166
Portside Wealth Group
Utah
$754K +$41.4K +537 +6%
TC
167
TAGStone Capital
North Carolina
$741K +$18.9K +246 +3%
PSF
168
Pacific Sun Financial
California
$708K +$5.78K +75 +0.8%
ACM
169
Advance Capital Management
Michigan
$700K – – –
ECA
170
Elevated Capital Advisors
Utah
$693K -$11.5K -149 -2%
EA
171
Eclectic Associates
California
$690K -$37.1K -481 -5%
AI
172
Atria Investments
North Carolina
$655K -$115K -1,496 -15%
LA
173
LexAurum Advisors
Kansas
$644K +$4.39K +57 +0.7%
JIC
174
Johnson Investment Counsel
Ohio
$643K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$641K +$97.2K +1,262 +18%
5 6
7
8 9