MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

373 hedge funds and large institutions have $1.83B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+5
Holders Change %
+1.36%
% of All Funds
5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
29
Increased
128
Reduced
145
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$13.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$11.8M
3
PA
Prism Advisors
California
+$6.87M
4
MML Investors Services
MML Investors Services
Massachusetts
+$5.64M
5
CIM
Confluence Investment Management
Missouri
+$5.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.7M
4
KAS
Kestra Advisory Services
Texas
-$13.2M
5
FIA
Foundations Investment Advisors
Arizona
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$608K +$156K +1,966 +35%
TAP
177
Tounjian Advisory Partners
Florida
$595K -$21.6K -280 -3%
NWAG
178
Net Worth Advisory Group
Utah
$592K +$592K +7,459 New
RCA
179
Resonant Capital Advisors
Wisconsin
$562K +$562K +7,073 New
SG
180
Sharper & Granite
California
$557K +$18.8K +230 +4%
SIC
181
SJS Investment Consulting
Ohio
$556K – – –
OFS
182
OneAscent Financial Services
Alabama
$548K +$2.51K +31 +0.5%
IA
183
Insight Advisors
Pennsylvania
$548K -$17.6K -222 -3%
SFG
184
Stonebridge Financial Group
Pennsylvania
$541K -$10.2K -128 -2%
AWA
185
ARQ Wealth Advisors
Arizona
$536K – – –
SWM
186
Silverlake Wealth Management
Vermont
$530K +$69.6K +876 +15%
PA
187
PFG Advisors
Arizona
$524K -$29K -365 -5%
SFP
188
Sterling Financial Planning
New Jersey
$518K +$159 +2 +0%
CWM
189
CCG Wealth Management
California
$512K – – –
P
190
&Partners
Tennessee
$495K +$213K +2,687 +76%
BAM
191
Belpointe Asset Management
Nevada
$493K -$64.6K -813 -12%
FCA
192
Fortis Capital Advisors
Kansas
$493K -$64.6K -813 -12%
BlackRock
193
BlackRock
New York
$490K – – –
SFC
194
Strategic Financial Concepts
Texas
$485K -$5.4K -68 -1%
FAIM
195
Financial Advocates Investment Management
Washington
$471K +$27.2K +342 +6%
NA
196
NewEdge Advisors
Louisiana
$470K -$38.1K -480 -8%
CGA
197
Crescent Grove Advisors
Illinois
$466K – – –
OGF
198
Orin Green Financial
California
$464K -$4.05K -51 -0.9%
IAA
199
Independent Advisor Alliance
North Carolina
$461K +$79.8K +1,005 +21%
MF
200
Meridian Financial
Massachusetts
$458K – – –
6 7
8
9 10