State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
384 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 39 funds opening new positions, 137 increasing their positions, 132 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
5% more funds holding
Funds holding: 365 → 384 (+19)
1.08% more ownership
Funds ownership: 75.77% → 76.85% (+1.1%)
4% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 132
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1% less capital inflows, than outflows
Capital inflows: $118M | Capital outflows: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$26.6M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$22.6M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$9.21M |
| 4 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$7.85M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.59M |
MDYV Hedge Fund Activity: Q4 2025 in Review
384 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2025, worth a combined $1.88B — up 1.8% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MDYV positions and 18 closed out — a net gain of 21 holders — while 137 added to existing stakes and 132 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $16.5M. The largest seller was Stifel Financial, cutting an estimated $26.6M.
- 384 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2025, up from 365 in Q3 2025.
- Funds reported $1.88B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2025, up 1.8% quarter-over-quarter.
- 39 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2025 and 18 closed out, a net change of +21 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2025 was AE Wealth Management, an estimated $16.5M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2025 was Stifel Financial, an estimated $26.6M sold.
Based on aggregated 13F filings for Q4 2025.