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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
Fidelity Investments
176
Fidelity Investments
Massachusetts
$641K +$102K +1,262 +18%
BFM
177
Broadview Financial Management
Wisconsin
$639K -$19.9K -247 -3%
TAP
178
Tounjian Advisory Partners
Florida
$617K +$645K +8,004 New
SCM
179
SOL Capital Management
Maryland
$601K
WI
180
WrapManager Inc
California
$592K -$1.61K -20 -0.3%
KAS
181
KPP Advisory Services
Kentucky
$590K +$31.6K +393 +5%
EFG
182
Everhart Financial Group
Ohio
$573K +$14.1K +175 +2%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$558K -$33.2K -412 -5%
IA
184
Insight Advisors
Pennsylvania
$549K +$46.2K +574 +9%
BAM
185
Belpointe Asset Management
Nevada
$541K +$566K +7,023 New
FCA
186
Fortis Capital Advisors
Kansas
$541K +$566K +7,023 New
SIC
187
SJS Investment Consulting
Ohio
$539K
PA
188
PFG Advisors
Arizona
$537K -$18K -223 -3%
AWA
189
ARQ Wealth Advisors
Arizona
$536K
SFGP
190
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$534K
BDWCC
191
B&D White Capital Company
Texas
$528K -$1.47M -18,276 -73%
OFS
192
OneAscent Financial Services
Alabama
$521K +$41K +509 +8%
FWP
193
Falcon Wealth Planning
California
$509K +$1.61K +20 +0.3%
TYCC
194
Texas Yale Capital Corp
Florida
$507K +$302K +3,750 +133%
SG
195
Sharper & Granite
California
$506K +$2.42K +30 +0.5%
FNWA
196
Financial Network Wealth Advisors
Utah
$506K +$63.5K +789 +14%
SFP
197
Sterling Financial Planning
New Jersey
$502K +$81 +1 +0%
CWM
198
CCG Wealth Management
California
$497K +$112K +1,391 +28%
NA
199
NewEdge Advisors
Louisiana
$493K +$17.8K +221 +4%
SFC
200
Strategic Financial Concepts
Texas
$476K +$14.5K +180 +3%

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.