State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
365 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, 109 increasing their positions, 157 reducing their positions, and 30 closing their positions.
0.93% less ownership
Funds ownership: 76.7% → 75.77% (-0.93%)
4% less funds holding
Funds holding: 381 → 365 (-16)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
31% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 157
34% less capital inflows, than outflows
Capital inflows: $93M | Capital outflows: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$29.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.8M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$7.63M |
| 4 |
Redwood Investment Management
Scottsdale,
Arizona
|
+$4.62M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$22.2M |
| 2 |
Benjamin Edwards Inc
Clayton,
Missouri
|
-$19.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.7M |
| 4 |
Confluence Investment Management
St. Louis,
Missouri
|
-$9.9M |
| 5 |
KWB Wealth
Redlands,
California
|
-$9.3M |
MDYV Hedge Fund Activity: Q3 2025 in Review
365 of the 7,650 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: 30 funds closed out of MDYV and 24 opened new positions — a net loss of 6 holders — while 157 trimmed existing stakes and 109 added.
The largest buyer was Avantax Planning Partners, adding an estimated $29.8M. The largest seller was Stifel Financial, cutting an estimated $22.2M.
- 365 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2025, down from 381 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 30 closed out, a net change of -6 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.