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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 %
WP
201
WealthPLAN Partners
Nebraska
$458K – – –
FNWA
202
Financial Network Wealth Advisors
Utah
$456K -$65.2K -821 -13%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$453K -$122K -1,542 -21%
SM
204
Sensible Money
Arizona
$453K – – –
TWM
205
Topsail Wealth Management
North Carolina
$449K +$7.94K +100 +2%
FTS
206
Fifth Third Securities
Ohio
$446K +$18.5K +233 +4%
MWM
207
Meridian Wealth Management
Kentucky
$443K -$11.8K -148 -3%
SL
208
SWMG LLC
Texas
$438K -$24.3K -297 -5%
IA
209
IFP Advisors
Florida
$430K -$8.5K -107 -2%
NG
210
Norden Group
Utah
$430K +$119K +1,498 +38%
AWM
211
Able Wealth Management
New Jersey
$429K +$429K +5,402 New
PIA
212
Perennial Investment Advisors
California
$421K -$2.1M -26,448 -83%
JGCM
213
Joseph Group Capital Management
Ohio
$419K -$79 -1 -0%
LWM
214
LongView Wealth Management
Georgia
$415K +$1.67K +21 +0.4%
JWCA
215
J.W. Cole Advisors
Florida
$411K +$114K +1,436 +38%
TWM
216
Trueblood Wealth Management
Ohio
$408K +$2.22K +28 +0.5%
FA
217
Flagstar Advisors
New York
$406K +$77.1K +971 +23%
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$406K – – –
BWA
219
Burt Wealth Advisors
Maryland
$401K – – –
CAG
220
Csenge Advisory Group
Florida
$387K -$9.31K -121 -2%
FPCP
221
Fort Point Capital Partners
California
$386K +$7.47K +94 +2%
KFP
222
KMG Fiduciary Partners
Ohio
$385K – – –
PMG
223
ProVise Management Group
Florida
$381K – – –
MWA
224
Motive Wealth Advisors
Michigan
$371K +$140K +1,765 +61%
CCM
225
Condor Capital Management
New Jersey
$369K +$1.59K +20 +0.4%
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