We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
201
BlackRock
New York
$475K
OBWG
202
Onyx Bridge Wealth Group
New York
$458K -$27.6K -343 -5%
CGA
203
Crescent Grove Advisors
Illinois
$452K
SWM
204
Silverlake Wealth Management
Vermont
$446K +$41.6K +516 +10%
MF
205
Meridian Financial
Massachusetts
$444K
WP
206
WealthPLAN Partners
Nebraska
$444K -$96.5K -1,198 -17%
MWM
207
Meridian Wealth Management
Kentucky
$441K -$242 -3 -0.1%
SM
208
Sensible Money
Arizona
$439K
Comerica Bank
209
Comerica Bank
Texas
$438K -$29.8K -370 -6%
FAIM
210
Financial Advocates Investment Management
Washington
$431K +$51.5K +639 +13%
TWM
211
Topsail Wealth Management
North Carolina
$426K +$45.3K +563 +11%
IA
212
IFP Advisors
Florida
$426K -$3.79K -47 -0.8%
FTS
213
Fifth Third Securities
Ohio
$414K -$6.28K -78 -1%
SL
214
SWMG LLC
Texas
$414K -$69.6K -864 -13%
OGF
215
Orin Green Financial
California
$413K +$475K +5,892 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$412K -$2.6M -32,228 -86%
JGCM
217
Joseph Group Capital Management
Ohio
$407K -$10.3K -128 -2%
LWM
218
LongView Wealth Management
Georgia
$401K -$126K -1,563 -23%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$394K
TWM
220
Trueblood Wealth Management
Ohio
$393K +$21.2K +263 +5%
BWA
221
Burt Wealth Advisors
Maryland
$389K +$886 +11 +0.2%
FF
222
Friday Financial
Iowa
$385K +$13.4K +166 +3%
AWS
223
Atria Wealth Solutions
New York
$383K -$57.9K -719 -13%
Two Sigma Investments
224
Two Sigma Investments
New York
$378K +$395K +4,900 New
KFP
225
KMG Fiduciary Partners
Ohio
$374K

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.