State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
353 hedge funds and large institutions have $2.12B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 23 closing their positions.
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
59% more capital inflows, than outflows
Capital inflows: $147M | Capital outflows: $92.3M
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
13% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 120
4% more funds holding
Funds holding: 340 → 353 (+13)
0.18% less ownership
Funds ownership: 80.28% → 80.1% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$34.4M |
| 2 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$34.4M |
| 3 |
Equitable Holdings
New York
|
+$9.11M |
| 4 |
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$7.74M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$24.3M |
| 2 |
Balanced Wealth Group
Westlake,
Ohio
|
-$8.64M |
| 3 |
Foundations Investment Advisors
Phoenix,
Arizona
|
-$8.05M |
| 4 |
Rockbridge Investment Management
Syracuse,
New York
|
-$6.84M |
| 5 |
McAdam LLC
Philadelphia,
Pennsylvania
|
-$4.47M |
MDYV Hedge Fund Activity: Q3 2024 in Review
353 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2024, worth a combined $2.12B — up 11% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MDYV positions and 23 closed out — a net gain of 14 holders — while 135 added to existing stakes and 120 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $34.4M. The largest seller was Financial Engines Advisors, cutting an estimated $24.3M.
- 353 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2024, up from 340 in Q2 2024.
- Funds reported $2.12B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 37 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2024 and 23 closed out, a net change of +14 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $34.4M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $24.3M sold.
Based on aggregated 13F filings for Q3 2024.