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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
151
Prime Capital Investment Advisors
Kansas
$990K +$798K +9,904 +336%
HA
152
HFG Advisors
Ohio
$989K -$18.8K -233 -2%
SOS
153
Silver Oak Securities
Tennessee
$968K +$178K +2,212 +21%
SWM
154
SFG Wealth Management
Maryland
$965K +$1.01M +12,526 New
CIA
155
Cape Investment Advisory
Georgia
$941K -$6.12K -76 -0.6%
WAM
156
Weinberger Asset Management
California
$910K -$64.8K -805 -6%
KF
157
Krilogy Financial
Missouri
$905K -$34K -422 -3%
CFS
158
Commonwealth Financial Services
West Virginia
$900K -$2.09K -26 -0.2%
BFA
159
Bill Few Associates
Pennsylvania
$884K +$29.3K +364 +3%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$836K +$9.18K +114 +1%
MCM
161
MidAtlantic Capital Management
Virginia
$833K
FA
162
Fiduciary Alliance
South Carolina
$832K +$130K +1,615 +18%
IWA
163
Invera Wealth Advisors
Oregon
$826K +$6.28K +78 +0.7%
WA
164
Wambolt & Associates
Colorado
$813K -$26.4K -328 -3%
GLA
165
Good Life Advisors
Pennsylvania
$805K +$11.5K +143 +1%
MAMG
166
Milestone Asset Management Group
Connecticut
$792K +$15.1K +188 +2%
PWG
167
Portside Wealth Group
Utah
$754K +$43.2K +537 +6%
TC
168
TAGStone Capital
North Carolina
$741K +$19.8K +246 +3%
PSF
169
Pacific Sun Financial
California
$708K +$6.04K +75 +0.8%
ACM
170
Advance Capital Management
Michigan
$700K
ECA
171
Elevated Capital Advisors
Utah
$693K -$12K -149 -2%
EA
172
Eclectic Associates
California
$690K -$38.7K -481 -5%
AI
173
Atria Investments
North Carolina
$655K -$120K -1,496 -15%
LA
174
LexAurum Advisors
Kansas
$644K +$4.59K +57 +0.7%
JIC
175
Johnson Investment Counsel
Ohio
$643K

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.