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State Street SPDR S&P 400 Mid Cap Value ETF

372 hedge funds and large institutions have $1.84B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less funds holding

Funds holding: 373372 (-1)

6.58% less ownership

Funds ownership: 83.6%77.02% (-6.6%)

16% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 151

69% less capital invested

Capital invested by funds: $6.01B → $1.84B (-$4.17B)

Holders
372
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
32
Increased
127
Reduced
151
Closed
27
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$194M -$348M -4,326,484 -63%
NP
2
NorthRock Partners
Minnesota
$102M -$15.6K -194 -0%
Financial Engines Advisors
3
Financial Engines Advisors
California
$99.5M -$4.03M -50,058 -4%
LPL Financial
4
LPL Financial
California
$87.5M +$2.08M +25,816 +2%
Morgan Stanley
5
Morgan Stanley
New York
$55.8M +$10.3M +127,906 +21%
LFS
6
Lutz Financial Services
Nebraska
$54.2M +$749K +9,298 +1%
Stifel Financial
7
Stifel Financial
Missouri
$51.5M -$466K -5,790 -0.9%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$46.3M -$16.9M -209,510 -26%
BEI
9
Benjamin Edwards Inc
Missouri
$43.7M -$380K -4,714 -0.8%
AWM
10
AE Wealth Management
Kansas
$43M +$5.03M +62,403 +13%
FWP
11
FAS Wealth Partners
Kansas
$42.9M +$677K +8,407 +2%
Wells Fargo
12
Wells Fargo
California
$37.9M +$967K +12,005 +2%
APP
13
Avantax Planning Partners
Iowa
$31.8M +$5.94M +73,731 +22%
CNBT
14
Canandaigua National Bank & Trust
New York
$30.8M +$1.49M +18,502 +5%
FPF
15
First Pacific Financial
Washington
$27.2M +$267K +3,311 +0.9%
KA
16
Klingman & Associates
New York
$26.7M +$207K +2,576 +0.7%
FNT
17
First National Trust
Pennsylvania
$26.3M -$1.34M -16,679 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$25.7M +$9.42M +116,967 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.4M +$7.54M +93,604 +40%
EH
20
Equitable Holdings
New York
$22.4M -$72K -894 -0.3%
GIA
21
GHP Investment Advisors
Colorado
$21.2M +$134K +1,659 +0.6%
CF
22
Convergence Financial
Missouri
$20.6M +$174K +2,159 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$20.1M +$1.49M +18,506 +8%
CCMG
24
Clark Capital Management Group
Pennsylvania
$19.7M +$5.25M +65,216 +34%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.2M +$3.39M +42,149 +20%

MDYV Hedge Fund Activity: Q1 2025 in Review

372 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2025, worth a combined $1.84B — down 69% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MDYV positions and 27 closed out — a net gain of 5 holders — while 127 added to existing stakes and 151 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $348M.

  • 372 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2025, down from 373 in Q4 2024.
  • Funds reported $1.84B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2025, down 69% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2025.