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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

368 hedge funds and large institutions have $1.84B invested in SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-3
Holders Change %
-0.81%
% of All Funds
5%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
31
Increased
127
Reduced
150
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.86M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M
4
APP
Avantax Planning Partners
Iowa
+$5.68M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.28M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$333M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$74.6M
3
KAS
Kestra Advisory Services
Texas
-$29.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$194M -$333M -4,326,484 -63%
NP
2
NorthRock Partners
Minnesota
$102M -$14.9K -194 -0%
Financial Engines Advisors
3
Financial Engines Advisors
California
$99.5M -$3.86M -50,058 -4%
LPL Financial
4
LPL Financial
California
$87.5M +$1.99M +25,816 +2%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M +$9.86M +127,906 +21%
LFS
6
Lutz Financial Services
Nebraska
$54.2M +$716K +9,298 +1%
Stifel Financial
7
Stifel Financial
Missouri
$51.5M -$446K -5,790 -0.9%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$46.3M -$16.1M -209,510 -26%
BEI
9
Benjamin Edwards Inc
Missouri
$43.7M -$363K -4,714 -0.8%
AWM
10
AE Wealth Management
Kansas
$43M +$4.81M +62,403 +13%
FWP
11
FAS Wealth Partners
Kansas
$42.9M +$648K +8,407 +2%
Wells Fargo
12
Wells Fargo
California
$37.9M +$925K +12,005 +2%
APP
13
Avantax Planning Partners
Iowa
$31.8M +$5.68M +73,731 +22%
CNBT
14
Canandaigua National Bank & Trust
New York
$30.8M +$1.43M +18,502 +5%
FPF
15
First Pacific Financial
Washington
$27.2M +$255K +3,311 +0.9%
KA
16
Klingman & Associates
New York
$26.7M +$198K +2,576 +0.7%
FNT
17
First National Trust
Pennsylvania
$26.3M -$1.29M -16,679 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$25.7M +$9.01M +116,967 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.4M +$7.21M +93,604 +40%
EH
20
Equitable Holdings
New York
$22.4M -$68.9K -894 -0.3%
GIA
21
GHP Investment Advisors
Colorado
$21.2M +$128K +1,659 +0.6%
CF
22
Convergence Financial
Missouri
$20.6M +$166K +2,159 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$20.1M +$1.43M +18,506 +8%
CCMG
24
Clark Capital Management Group
Pennsylvania
$19.7M +$5.02M +65,216 +34%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.2M +$3.25M +42,149 +20%
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