We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

379 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 372379 (+7)

0.46% less ownership

Funds ownership: 77.02%76.57% (-0.46%)

0% less capital invested

Capital invested by funds: $1.84B → $1.83B (-$8.87M)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 145

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
379
Holders Change
+7
Holders Change %
+1.88%
% of All Funds
4.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
28
Increased
133
Reduced
145
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$187M -$18.7M -246,815 -10%
NP
2
NorthRock Partners
Minnesota
$109M +$3.09M +40,782 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$102M -$285K -3,760 -0.3%
LPL Financial
4
LPL Financial
California
$85.9M -$4.12M -54,428 -5%
Stifel Financial
5
Stifel Financial
Missouri
$66.9M +$13.2M +173,786 +26%
Morgan Stanley
6
Morgan Stanley
New York
$58.6M +$989K +13,065 +2%
BEI
7
Benjamin Edwards Inc
Missouri
$56.8M +$11.2M +148,218 +26%
LFS
8
Lutz Financial Services
Nebraska
$55.7M -$209K -2,760 -0.4%
FWP
9
FAS Wealth Partners
Kansas
$46.7M +$2.44M +32,259 +6%
AWM
10
AE Wealth Management
Kansas
$45.2M +$831K +10,978 +2%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$44.2M -$3.44M -45,459 -8%
Wells Fargo
12
Wells Fargo
California
$38M -$1.01M -13,383 -3%
APP
13
Avantax Planning Partners
Iowa
$37.6M +$4.6M +60,788 +15%
CNBT
14
Canandaigua National Bank & Trust
New York
$31.5M -$203K -2,687 -0.7%
KA
15
Klingman & Associates
New York
$29.6M +$1.98M +26,152 +8%
FPF
16
First Pacific Financial
Washington
$28.5M +$440K +5,805 +2%
FNT
17
First National Trust
Pennsylvania
$28.5M +$1.35M +17,860 +5%
EH
18
Equitable Holdings
New York
$25.7M +$2.46M +32,425 +11%
CIM
19
Confluence Investment Management
Missouri
$24.5M +$4.87M +64,311 +26%
CF
20
Convergence Financial
Missouri
$22.4M +$1.08M +14,236 +5%
GIA
21
GHP Investment Advisors
Colorado
$22.1M +$244K +3,228 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$21.6M +$2.26M +29,789 +12%
Goldman Sachs
23
Goldman Sachs
New York
$19.6M -$1.12M -14,841 -6%
ADL
24
Asset Dedication LLC
California
$17.7M -$261K -3,452 -2%
RA
25
Rodgers & Associates
Pennsylvania
$17.1M -$39.9K -527 -0.2%

MDYV Hedge Fund Activity: Q2 2025 in Review

379 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2025, worth a combined $1.83B — down 0.48% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MDYV positions and 19 closed out — a net gain of 9 holders — while 133 added to existing stakes and 145 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 379 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2025, up from 372 in Q1 2025.
  • Funds reported $1.83B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2025, down 0.48% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2025 and 19 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2025 was Stifel Financial, an estimated $13.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.