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State Street SPDR S&P 400 Mid Cap Value ETF

362 hedge funds and large institutions have $1.85B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 157 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$19.3M)

0.82% less ownership

Funds ownership: 76.57%75.75% (-0.82%)

4% less funds holding

Funds holding: 379362 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

31% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 157

Holders
362
Holders Change
-17
Holders Change %
-4.49%
% of All Funds
4.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
24
Increased
108
Reduced
157
Closed
31
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
$179M -$10.7M -129,420 -6%
NP
2
NorthRock Partners
Minnesota
$110M -$3.98M -48,365 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$107M -$678K -8,231 -0.6%
LPL Financial
4
LPL Financial
California
$86.8M -$3.36M -40,788 -4%
APP
5
Avantax Planning Partners
Iowa
$69.6M +$29.8M +361,398 +76%
LFS
6
Lutz Financial Services
Nebraska
$60.6M +$2.05M +24,953 +4%
Morgan Stanley
7
Morgan Stanley
New York
$55.6M -$5.87M -71,336 -10%
AWM
8
AE Wealth Management
Kansas
$55.2M +$7.63M +92,682 +16%
FWP
9
FAS Wealth Partners
Kansas
$50M +$903K +10,969 +2%
Stifel Financial
10
Stifel Financial
Missouri
$47.8M -$22.2M -269,551 -32%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$44.5M -$1.88M -22,771 -4%
Wells Fargo
12
Wells Fargo
California
$39.8M -$134K -1,629 -0.3%
BEI
13
Benjamin Edwards Inc
Missouri
$39.5M -$19.8M -241,006 -34%
CNBT
14
Canandaigua National Bank & Trust
New York
$32.8M -$297K -3,612 -0.9%
KA
15
Klingman & Associates
New York
$30.9M -$110K -1,333 -0.4%
FPF
16
First Pacific Financial
Washington
$30.3M +$336K +4,084 +1%
FNT
17
First National Trust
Pennsylvania
$29.8M -$112K -1,361 -0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$27.4M +$9.82M +119,224 +57%
CF
19
Convergence Financial
Missouri
$25M +$1.44M +17,468 +6%
EH
20
Equitable Holdings
New York
$24.7M -$2.18M -26,526 -8%
GIA
21
GHP Investment Advisors
Colorado
$23.4M +$128K +1,549 +0.6%
HighTower Advisors
22
HighTower Advisors
Illinois
$22.6M -$95.9K -1,165 -0.4%
ADL
23
Asset Dedication LLC
California
$19.5M +$953K +11,569 +5%
Goldman Sachs
24
Goldman Sachs
New York
$18.7M -$1.79M -21,699 -9%
RA
25
Rodgers & Associates
Pennsylvania
$18.4M +$408K +4,955 +2%

MDYV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2025, worth a combined $1.85B — up 1.1% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of MDYV and 24 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 108 added.

The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.

  • 362 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 379 in Q2 2025.
  • Funds reported $1.85B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2025 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2025 was Avantax Planning Partners, an estimated $29.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2025 was Stifel Financial, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.