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State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
176
Everhart Financial Group
Ohio
$626K +$33.5K +442 +6%
SCM
177
SOL Capital Management
Maryland
$620K
KAS
178
KPP Advisory Services
Kentucky
$620K +$11.2K +148 +2%
Comerica Bank
179
Comerica Bank
Texas
$608K +$149K +1,966 +35%
TAP
180
Tounjian Advisory Partners
Florida
$595K -$21.2K -280 -3%
NWAG
181
Net Worth Advisory Group
Utah
$592K +$565K +7,459 New
RCA
182
Resonant Capital Advisors
Wisconsin
$562K +$536K +7,073 New
SG
183
Sharper & Granite
California
$557K +$17.4K +230 +4%
SIC
184
SJS Investment Consulting
Ohio
$556K
OFS
185
OneAscent Financial Services
Alabama
$548K +$2.35K +31 +0.5%
IA
186
Insight Advisors
Pennsylvania
$548K -$16.8K -222 -3%
SFGP
187
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$541K -$9.69K -128 -2%
AWA
188
ARQ Wealth Advisors
Arizona
$536K
SWM
189
Silverlake Wealth Management
Vermont
$530K +$66.3K +876 +15%
PA
190
PFG Advisors
Arizona
$524K -$27.6K -365 -5%
SFP
191
Sterling Financial Planning
New Jersey
$518K +$151 +2 +0%
CWM
192
CCG Wealth Management
California
$512K
P
193
&Partners
Tennessee
$495K +$203K +2,687 +76%
BAM
194
Belpointe Asset Management
Nevada
$493K -$61.6K -813 -12%
FCA
195
Fortis Capital Advisors
Kansas
$493K -$61.6K -813 -12%
BlackRock
196
BlackRock
New York
$490K
SFC
197
Strategic Financial Concepts
Texas
$485K -$5.15K -68 -1%
FAIM
198
Financial Advocates Investment Management
Washington
$471K +$25.9K +342 +6%
NA
199
NewEdge Advisors
Louisiana
$470K -$36.3K -480 -8%
CGA
200
Crescent Grove Advisors
Illinois
$466K

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.