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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
SFP
201
Sterling Financial Planning
New Jersey
$523K -$1.48K -18 -0.3%
OBWG
202
Onyx Bridge Wealth Group
New York
$504K -$3.86K -47 -0.7%
OFS
203
OneAscent Financial Services
Alabama
$500K +$513K +6,239 New
NA
204
NewEdge Advisors
Louisiana
$495K +$66.6K +811 +15%
BlackRock
205
BlackRock
New York
$495K +$501K +6,093 +8,347%
Comerica Bank
206
Comerica Bank
Texas
$486K -$14.3K -174 -3%
BFA
207
Beacon Financial Advisory
Ohio
$485K +$497K +6,049 New
SFC
208
Strategic Financial Concepts
Texas
$481K +$6.08K +74 +1%
OGF
209
Orin Green Financial
California
$479K -$529K -6,443 Closed
CGA
210
Crescent Grove Advisors
Illinois
$470K
FNWA
211
Financial Network Wealth Advisors
Utah
$463K -$313K -3,806 -40%
MF
212
Meridian Financial
Massachusetts
$462K +$8.22K +100 +2%
MWM
213
Meridian Wealth Management
Kentucky
$460K +$4.85K +59 +1%
SM
214
Sensible Money
Arizona
$457K -$3.7K -45 -0.8%
AWS
215
Atria Wealth Solutions
New York
$457K +$23.3K +283 +5%
PTC
216
Private Trust Company
Ohio
$456K -$7.72K -94 -2%
IA
217
IFP Advisors
Florida
$447K -$1.19M -14,479 -72%
FTS
218
Fifth Third Securities
Ohio
$438K +$80.6K +981 +22%
JGCM
219
Joseph Group Capital Management
Ohio
$434K -$34.1K -415 -7%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$427K +$175K +2,129 +67%
AL
221
ACAS LLC
California
$426K -$51.9K -632 -11%
SWM
222
Silverlake Wealth Management
Vermont
$423K +$50.5K +615 +13%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$410K
CWM
224
CCG Wealth Management
California
$405K -$21.8K -265 -5%
BWA
225
Burt Wealth Advisors
Maryland
$404K +$4.6K +56 +1%

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.