State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
351 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, 134 increasing their positions, 121 reducing their positions, and 23 closing their positions.
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
11% more capital invested
Capital invested by funds: $1.91B → $2.12B (+$214M)
11% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 121
4% more funds holding
Funds holding: 338 → 351 (+13)
1.6% less ownership
Funds ownership: 81.7% → 80.1% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$34.4M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$34.4M |
| 3 |
EH
Equitable Holdings
New York
|
+$9.11M |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$7.74M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$35.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$24.3M |
| 3 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
-$8.64M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$8.05M |
| 5 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$6.84M |
MDYV Hedge Fund Activity: Q3 2024 in Review
351 of the 6,964 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 134 added to existing stakes and 121 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $34.4M. The largest seller was Strategic Financial Concepts, cutting an estimated $35.4M.
- 351 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2024, up from 338 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 Strategic Financial Concepts, an estimated $35.4M sold.
Based on aggregated 13F filings for Q3 2024.