MDYV icon

SPDR S&P 400 Mid Cap Value ETF

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 28 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthPLAN Partners
Nebraska
$458K
FNWA
202
Financial Network Wealth Advisors
Utah
$456K
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$453K
SM
204
Sensible Money
Arizona
$453K
TWM
205
Topsail Wealth Management
North Carolina
$449K
FTS
206
Fifth Third Securities
Ohio
$446K
MWM
207
Meridian Wealth Management
Kentucky
$443K
SL
208
SWMG LLC
Texas
$438K
IA
209
IFP Advisors
Florida
$430K
NG
210
Norden Group
Utah
$430K
AWM
211
Able Wealth Management
New Jersey
$429K
PIA
212
Perennial Investment Advisors
California
$421K
JGCM
213
Joseph Group Capital Management
Ohio
$419K
LWM
214
LongView Wealth Management
Georgia
$415K
JWCA
215
J.W. Cole Advisors
Florida
$411K
TWM
216
Trueblood Wealth Management
Ohio
$408K
FA
217
Flagstar Advisors
New York
$406K
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$406K
BWA
219
Burt Wealth Advisors
Maryland
$401K
CAG
220
Csenge Advisory Group
Florida
$387K
FPCP
221
Fort Point Capital Partners
California
$386K
KFP
222
KMG Fiduciary Partners
Ohio
$385K
PMG
223
ProVise Management Group
Florida
$381K
MWA
224
Motive Wealth Advisors
Michigan
$371K
CCM
225
Condor Capital Management
New Jersey
$369K