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State Street SPDR S&P 400 Mid Cap Value ETF

373 hedge funds and large institutions have $6.01B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more capital invested

Capital invested by funds: $2.12B → $6.01B (+$3.88B)

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

62% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 100

6% more funds holding

Funds holding: 351373 (+22)

3.5% more ownership

Funds ownership: 80.1%83.6% (+3.5%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
373
Holders Change
+22
Holders Change %
+6.27%
% of All Funds
4.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
50
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.62B -$163K -1,981 -4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$549M +$40.1M +488,555 +8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$108M -$4.03M -49,034 -4%
NP
4
NorthRock Partners
Minnesota
$107M +$1.03M +12,510 +1%
LPL Financial
5
LPL Financial
California
$89M -$4.65M -56,612 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$80.2M +$82.2M +1,000,000 New
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$65M +$18.8M +229,359 +39%
LFS
8
Lutz Financial Services
Nebraska
$55.7M +$304K +3,705 +0.5%
Stifel Financial
9
Stifel Financial
Missouri
$54.1M +$8.93M +108,698 +19%
Morgan Stanley
10
Morgan Stanley
New York
$47.8M +$9.78M +118,986 +25%
BEI
11
Benjamin Edwards Inc
Missouri
$45.8M +$8.26M +100,518 +21%
KAS
12
Kestra Advisory Services
Texas
$45.4M +$411K +5,006 +0.9%
FWP
13
FAS Wealth Partners
Kansas
$43.9M -$1.85M -22,543 -4%
AWM
14
AE Wealth Management
Kansas
$39.8M +$7.27M +88,469 +22%
Wells Fargo
15
Wells Fargo
California
$38.5M +$2.59M +31,465 +7%
CNBT
16
Canandaigua National Bank & Trust
New York
$30.6M +$501K +6,094 +2%
FNT
17
First National Trust
Pennsylvania
$28.7M +$941K +11,452 +3%
FPF
18
First Pacific Financial
Washington
$28.1M -$731K -8,903 -2%
KA
19
Klingman & Associates
New York
$27.6M -$80.5K -980 -0.3%
APP
20
Avantax Planning Partners
Iowa
$27.1M +$4.67M +56,825 +20%
EH
21
Equitable Holdings
New York
$23.4M +$3.29K +40 +0%
IWM
22
IHT Wealth Management
Illinois
$22.7M +$18.5M +224,627 +383%
ADL
23
Asset Dedication LLC
California
$22.2M -$651K -7,920 -3%
GIA
24
GHP Investment Advisors
Colorado
$21.9M +$190K +2,313 +0.9%
CF
25
Convergence Financial
Missouri
$21.3M +$1.29M +15,656 +6%

MDYV Hedge Fund Activity: Q4 2024 in Review

373 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2024, worth a combined $6.01B — up 183% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MDYV positions and 18 closed out — a net gain of 32 holders — while 162 added to existing stakes and 100 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $82.2M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $12.2M.

  • 373 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $6.01B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2024, up 183% quarter-over-quarter.
  • 50 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2024 and 18 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $82.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.