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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Weinberger Asset Management
California
$896K -$83.8K -1,017 -9%
IWA
152
Invera Wealth Advisors
Oregon
$893K -$3.05K -37 -0.3%
GRP
153
Global Retirement Partners
California
$891K -$187K -2,273 -18%
CFS
154
Commonwealth Financial Services
West Virginia
$890K -$83.2K -1,010 -9%
MAMG
155
Milestone Asset Management Group
Connecticut
$886K +$26.4K +320 +3%
IA
156
IFG Advisory
Georgia
$885K +$96.3K +1,169 +12%
LA
157
LexAurum Advisors
Kansas
$876K +$11.8K +143 +1%
BC
158
Burney Company
Virginia
$835K +$611K +7,419 +287%
RWM
159
Rialto Wealth Management
New York
$829K -$1.93M -23,489 -70%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$828K +$61.8K +750 +8%
PWG
161
Portside Wealth Group
Utah
$820K +$19.2K +233 +2%
BCI
162
Brinker Capital Investments
Pennsylvania
$817K -$362K -4,392 -31%
SOS
163
Silver Oak Securities
Tennessee
$814K -$48.4K -588 -6%
SG
164
Sharper & Granite
California
$810K +$240K +2,915 +43%
TYCC
165
Texas Yale Capital Corp
Florida
$759K
TC
166
TAGStone Capital
North Carolina
$758K -$97.4K -1,183 -12%
PSF
167
Pacific Sun Financial
California
$744K -$23.1K -280 -3%
EA
168
Eclectic Associates
California
$725K
BFM
169
Broadview Financial Management
Wisconsin
$717K +$1.24K +15 +0.2%
KAS
170
KPP Advisory Services
Kentucky
$697K +$45.5K +552 +7%
EFG
171
Everhart Financial Group
Ohio
$655K -$2.22K -27 -0.3%
SCM
172
SOL Capital Management
Maryland
$651K
FIM
173
Freedom Investment Management
Connecticut
$640K -$4.29M -52,065 -87%
FFA
174
Florida Financial Advisors
Florida
$618K -$815K -9,893 -57%
RCA
175
Resonant Capital Advisors
Wisconsin
$590K +$165 +2 +0%

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.