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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
MDYV
381 hedge funds and large institutions have $1.88B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 132 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
124% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 17
5% more funds holding
Funds holding: 362 → 381 (+19)
4% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 132
2% more capital invested
Capital invested by funds: $1.85B → $1.88B (+$28.6M)
0.91% more ownership
Funds ownership: 75.75% → 76.66% (+0.91%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Holders
381
Holders Change
+19
Holders Change %
+5.25%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
38
Increased
137
Reduced
132
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.5M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$13.1M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$4.95M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.86M |
| 5 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$4.79M |
