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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 %
OBWG
201
Onyx Bridge Wealth Group
New York
$458K -$26.4K -343 -5%
CGA
202
Crescent Grove Advisors
Illinois
$452K – – –
SWM
203
Silverlake Wealth Management
Vermont
$446K +$39.8K +516 +10%
MF
204
Meridian Financial
Massachusetts
$444K – – –
WP
205
WealthPLAN Partners
Nebraska
$444K -$92.3K -1,198 -17%
MWM
206
Meridian Wealth Management
Kentucky
$441K -$231 -3 -0.1%
SM
207
Sensible Money
Arizona
$439K – – –
Comerica Bank
208
Comerica Bank
Texas
$438K -$28.5K -370 -6%
FAIM
209
Financial Advocates Investment Management
Washington
$431K +$49.2K +639 +13%
TWM
210
Topsail Wealth Management
North Carolina
$426K +$43.1K +563 +11%
IA
211
IFP Advisors
Florida
$426K -$3.62K -47 -0.8%
FTS
212
Fifth Third Securities
Ohio
$414K -$6.01K -78 -1%
SL
213
SWMG LLC
Texas
$414K -$63.5K -864 -13%
OGF
214
Orin Green Financial
California
$413K +$413K +5,892 New
IWC
215
Integrated Wealth Concepts
Massachusetts
$412K -$2.48M -32,228 -86%
JGCM
216
Joseph Group Capital Management
Ohio
$407K -$9.86K -128 -2%
LWM
217
LongView Wealth Management
Georgia
$401K -$120K -1,563 -23%
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$394K – – –
TWM
219
Trueblood Wealth Management
Ohio
$393K +$20.3K +263 +5%
BWA
220
Burt Wealth Advisors
Maryland
$389K +$848 +11 +0.2%
FF
221
Friday Financial
Iowa
$385K +$13K +166 +3%
AWS
222
Atria Wealth Solutions
New York
$383K -$55.4K -719 -13%
Two Sigma Investments
223
Two Sigma Investments
New York
$378K +$378K +4,900 New
KFP
224
KMG Fiduciary Partners
Ohio
$374K – – –
IAA
225
Independent Advisor Alliance
North Carolina
$369K -$3.32M -43,141 -90%
7 8
9
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