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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$886K +$22.9K +302 +3%
MCM
152
MidAtlantic Capital Management
Virginia
$859K
FA
153
Fiduciary Alliance
South Carolina
$858K +$303 +4 +0%
IWA
154
Invera Wealth Advisors
Oregon
$854K +$2.04K +27 +0.3%
WA
155
Wambolt & Associates
Colorado
$838K -$12.7K -168 -2%
GLA
156
Good Life Advisors
Pennsylvania
$830K
LA
157
LexAurum Advisors
Kansas
$823K +$151K +2,000 +24%
SOS
158
Silver Oak Securities
Tennessee
$822K -$172K -2,270 -18%
MAMG
159
Milestone Asset Management Group
Connecticut
$819K +$2.27K +30 +0.3%
TC
160
TAGStone Capital
North Carolina
$817K +$49.4K +653 +7%
PWG
161
Portside Wealth Group
Utah
$762K -$15K -198 -2%
AI
162
Atria Investments
North Carolina
$761K +$81.3K +1,074 +13%
IA
163
IFG Advisory
Georgia
$750K -$631K -8,336 -47%
PSF
164
Pacific Sun Financial
California
$730K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$729K +$64.6K +853 +10%
MYIA
166
Mount Yale Investment Advisors
Colorado
$723K -$353K -4,656 -34%
TYCC
167
Texas Yale Capital Corp
Florida
$723K +$191K +2,525 +38%
ACM
168
Advance Capital Management
Michigan
$722K
AQR Capital Management
169
AQR Capital Management
Connecticut
$721K +$418K +5,519 +155%
ECA
170
Elevated Capital Advisors
Utah
$693K
Renaissance Technologies
171
Renaissance Technologies
New York
$691K -$727K -9,600 -52%
EA
172
Eclectic Associates
California
$691K -$19.6K -259 -3%
BFM
173
Broadview Financial Management
Wisconsin
$682K +$22.2K +293 +4%
Citadel Advisors
174
Citadel Advisors
Florida
$669K -$2.66M -35,139 -81%
WI
175
WrapManager Inc
California
$638K +$26.6K +351 +5%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.