State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
380 hedge funds and large institutions have $1.86B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 122 increasing their positions, 156 reducing their positions, and 25 closing their positions.
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1% less capital invested
Capital invested by funds: $1.88B → $1.86B (-$26.1M)
1% less funds holding
Funds holding: 384 → 380 (-4)
1.27% less ownership
Funds ownership: 76.85% → 75.57% (-1.3%)
22% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Convergence Financial
Columbia,
Missouri
|
+$26M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$11.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.97M |
| 4 |
Morgan Stanley
New York
|
+$7.28M |
| 5 |
EH
Equitable Holdings
New York
|
+$6.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$68.7M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$44.8M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$17.4M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$14.6M |
| 5 |
Goldman Sachs
New York
|
-$13.1M |
MDYV Hedge Fund Activity: Q1 2026 in Review
380 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2026, worth a combined $1.86B — down 1.4% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MDYV positions and 25 closed out — a net gain of 2 holders — while 122 added to existing stakes and 156 trimmed.
The largest buyer was Convergence Financial, adding an estimated $26M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $68.7M.
- 380 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2026, down from 384 in Q4 2025.
- Funds reported $1.86B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2026, down 1.4% quarter-over-quarter.
- 27 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2026 and 25 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2026 was Convergence Financial, an estimated $26M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $68.7M sold.
Based on aggregated 13F filings for Q1 2026.