We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
176
Pacific Sun Financial
California
$731K -$12.3K -150 -2%
ACM
177
Advance Capital Management
Michigan
$729K
IWA
178
Inspirion Wealth Advisors
Illinois
$709K +$370K +4,500 +104%
BFM
179
Broadview Financial Management
Wisconsin
$684K -$42.6K -518 -6%
JIC
180
Johnson Investment Counsel
Ohio
$670K
LA
181
LexAurum Advisors
Kansas
$666K +$178K +2,167 +35%
SCM
182
SOL Capital Management
Maryland
$626K +$24.6K +300 +4%
WI
183
WrapManager Inc
California
$618K -$5.42K -66 -0.8%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$614K +$194K +2,359 +45%
EFG
185
Everhart Financial Group
Ohio
$583K +$329 +4 +0.1%
KAS
186
KPP Advisory Services
Kentucky
$582K +$12.9K +157 +2%
PA
187
PFG Advisors
Arizona
$577K +$21.7K +264 +4%
CAG
188
Csenge Advisory Group
Florida
$571K +$4.52K +55 +0.8%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$566K +$143K +1,745 +33%
Cerity Partners
190
Cerity Partners
New York
$562K +$266K +3,242 +86%
SIC
191
SJS Investment Consulting
Ohio
$561K
WP
192
WealthPLAN Partners
Nebraska
$558K
AWA
193
ARQ Wealth Advisors
Arizona
$558K -$81.6K -993 -12%
SFGP
194
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$556K +$570K +6,934 New
LWM
195
LongView Wealth Management
Georgia
$543K +$1.89K +23 +0.3%
SL
196
SWMG LLC
Texas
$543K -$27.9K -340 -5%
Renaissance Technologies
197
Renaissance Technologies
New York
$529K +$24.6K +300 +5%
FWP
198
Falcon Wealth Planning
California
$529K +$542K +6,592 New
SG
199
Sharper & Granite
California
$525K +$101K +1,225 +23%
IA
200
Insight Advisors
Pennsylvania
$523K -$25.1K -305 -4%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.