State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
340 hedge funds and large institutions have $1.91B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 139 reducing their positions, and 40 closing their positions.
1.17% more ownership
Funds ownership: 79.11% → 80.28% (+1.2%)
6% less capital inflows, than outflows
Capital inflows: $184M | Capital outflows: $195M
5% less funds holding
Funds holding: 358 → 340 (-18)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
18% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 139
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$49.1M |
| 2 |
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$26.1M |
| 3 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$17M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.9M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TownSquare Capital
Provo,
Utah
|
-$51.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$26.4M |
| 3 |
Tradewinds Capital Management
Bellingham,
Washington
|
-$16M |
| 4 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$15.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$10.7M |
MDYV Hedge Fund Activity: Q2 2024 in Review
340 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2024, worth a combined $1.91B — down 6.1% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of MDYV and 26 opened new positions — a net loss of 14 holders — while 139 trimmed existing stakes and 114 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $49.1M. The largest seller was TownSquare Capital, cutting an estimated $51.2M.
- 340 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2024, down from 358 in Q1 2024.
- Funds reported $1.91B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2024, down 6.1% quarter-over-quarter.
- 26 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2024 and 40 closed out, a net change of -14 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $49.1M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2024 was TownSquare Capital, an estimated $51.2M sold.
Based on aggregated 13F filings for Q2 2024.