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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
OGF
201
Orin Green Financial
California
$464K -$3.86K -51 -0.9%
IAA
202
Independent Advisor Alliance
North Carolina
$461K +$76.1K +1,005 +21%
MF
203
Meridian Financial
Massachusetts
$458K
WP
204
WealthPLAN Partners
Nebraska
$458K
FNWA
205
Financial Network Wealth Advisors
Utah
$456K -$62.2K -821 -13%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$453K -$117K -1,542 -21%
SM
207
Sensible Money
Arizona
$453K
TWM
208
Topsail Wealth Management
North Carolina
$449K +$7.57K +100 +2%
FTS
209
Fifth Third Securities
Ohio
$446K +$17.6K +233 +4%
MWM
210
Meridian Wealth Management
Kentucky
$443K -$11.2K -148 -3%
SL
211
SWMG LLC
Texas
$438K -$22.5K -297 -5%
IA
212
IFP Advisors
Florida
$430K -$8.1K -107 -2%
NG
213
Norden Group
Utah
$430K +$113K +1,498 +38%
AWM
214
Able Wealth Management
New Jersey
$429K +$409K +5,402 New
PIA
215
Perennial Investment Advisors
California
$421K -$2M -26,448 -83%
JGCM
216
Joseph Group Capital Management
Ohio
$419K -$76 -1 -0%
LWM
217
LongView Wealth Management
Georgia
$415K +$1.59K +21 +0.4%
JWCA
218
J.W. Cole Advisors
Florida
$411K +$109K +1,436 +38%
TWM
219
Trueblood Wealth Management
Ohio
$408K +$2.12K +28 +0.5%
FA
220
Flagstar Advisors
New York
$406K +$73.5K +971 +23%
SCA
221
STALEY CAPITAL ADVISERS
Pennsylvania
$406K
BWA
222
Burt Wealth Advisors
Maryland
$401K
CAG
223
Csenge Advisory Group
Florida
$387K -$9.16K -121 -2%
FPCP
224
Fort Point Capital Partners
California
$386K +$7.12K +94 +2%
KFP
225
KMG Fiduciary Partners
Ohio
$385K

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.