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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
176
Broadview Financial Management
Wisconsin
$639K -$19K -247 -3%
TAP
177
Tounjian Advisory Partners
Florida
$617K +$617K +8,004 New
SCM
178
SOL Capital Management
Maryland
$601K – – –
WI
179
WrapManager Inc
California
$592K -$1.54K -20 -0.3%
KAS
180
KPP Advisory Services
Kentucky
$590K +$30.3K +393 +5%
EFG
181
Everhart Financial Group
Ohio
$573K +$13.5K +175 +2%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$558K -$31.7K -412 -5%
IA
183
Insight Advisors
Pennsylvania
$549K +$44.2K +574 +9%
BAM
184
Belpointe Asset Management
Nevada
$541K +$541K +7,023 New
FCA
185
Fortis Capital Advisors
Kansas
$541K +$541K +7,023 New
SIC
186
SJS Investment Consulting
Ohio
$539K – – –
PA
187
PFG Advisors
Arizona
$537K -$17.2K -223 -3%
AWA
188
ARQ Wealth Advisors
Arizona
$536K – – –
SFG
189
Stonebridge Financial Group
Pennsylvania
$534K – – –
BDWCC
190
B&D White Capital Company
Texas
$528K -$1.41M -18,276 -73%
OFS
191
OneAscent Financial Services
Alabama
$521K +$39.3K +509 +8%
FWP
192
Falcon Wealth Planning
California
$509K +$1.54K +20 +0.3%
TYCC
193
Texas Yale Capital Corp
Florida
$507K +$289K +3,750 +133%
SG
194
Sharper & Granite
California
$506K +$2.31K +30 +0.5%
FNWA
195
Financial Network Wealth Advisors
Utah
$506K +$60.8K +789 +14%
SFP
196
Sterling Financial Planning
New Jersey
$502K +$77 +1 +0%
CWM
197
CCG Wealth Management
California
$497K +$107K +1,391 +28%
NA
198
NewEdge Advisors
Louisiana
$493K +$17K +221 +4%
SFC
199
Strategic Financial Concepts
Texas
$476K +$13.9K +180 +3%
BlackRock
200
BlackRock
New York
$475K – – –
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8
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