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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57% → 75.75% (-0.82%)

4% less funds holding

Funds holding: 379 → 362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.82M
3
AWM
AE Wealth Management
Kansas
+$7.63M
4
RIM
Redwood Investment Management
Arizona
+$4.62M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$22.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$19.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.7M
4
CIM
Confluence Investment Management
Missouri
-$9.91M
5
KW
KWB Wealth
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
201
Fifth Third Securities
Ohio
$468K +$247 +3 +0.1%
MWM
202
Meridian Wealth Management
Kentucky
$465K – – –
BWA
203
Burt Wealth Advisors
Maryland
$458K +$36.2K +440 +9%
NG
204
Norden Group
Utah
$455K +$3.95K +48 +0.9%
WI
205
WrapManager Inc
California
$438K -$229K -2,779 -35%
LWM
206
LongView Wealth Management
Georgia
$438K +$1.48K +18 +0.3%
FNWA
207
Financial Network Wealth Advisors
Utah
$437K -$41.2K -500 -9%
JWCA
208
J.W. Cole Advisors
Florida
$432K +$576 +7 +0.1%
TWM
209
Trueblood Wealth Management
Ohio
$430K +$1.98K +24 +0.5%
FA
210
Flagstar Advisors
New York
$428K +$988 +12 +0.2%
SCA
211
STALEY CAPITAL ADVISERS
Pennsylvania
$426K – – –
IA
212
IFP Advisors
Florida
$426K -$25.7K -312 -6%
VA
213
Valmark Advisers
Ohio
$421K +$416K +5,046 New
JGCM
214
Joseph Group Capital Management
Ohio
$410K -$30.2K -367 -7%
CAG
215
Csenge Advisory Group
Florida
$406K -$12.5K -152 -3%
KFP
216
KMG Fiduciary Partners
Ohio
$404K – – –
MWA
217
Motive Wealth Advisors
Michigan
$390K +$165 +2 +0%
AC
218
Avant Capital
Louisiana
$379K +$1.15K +14 +0.3%
CWA
219
Centennial Wealth Advisory
Michigan
$375K +$21.8K +265 +6%
FWP
220
Falcon Wealth Planning
California
$373K -$14K -170 -4%
CCM
221
Condor Capital Management
New Jersey
$371K -$16.5K -200 -4%
TAP
222
Tounjian Advisory Partners
Florida
$363K -$278K -3,376 -44%
PMG
223
ProVise Management Group
Florida
$361K -$38.6K -469 -10%
KW
224
KWB Wealth
California
$359K -$9.3M -112,977 -96%
AWA
225
Acorn Wealth Advisors
Michigan
$350K -$19K -231 -5%
7 8
9
10 11

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.