State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
383 hedge funds and large institutions have $2.05B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 123 increasing their positions, 152 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
10% more capital invested
Capital invested by funds: $1.86B → $2.05B (+$188M)
1% more funds holding
Funds holding: 378 → 383 (+5)
1.11% more ownership
Funds ownership: 75.57% → 76.68% (+1.1%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
19% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$54.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.8M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.32M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$7.98M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$7.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Convergence Financial
Columbia,
Missouri
|
-$16.3M |
| 2 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
-$9.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.87M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$7.97M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$7.75M |
MDYV Hedge Fund Activity: Q2 2026 in Review
383 institutional investors reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2026, worth a combined $2.05B — up 10% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MDYV positions and 17 closed out — a net gain of 11 holders — while 123 added to existing stakes and 152 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $54.4M. The largest seller was Convergence Financial, cutting an estimated $16.3M.
- 383 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2026, up from 378 in Q1 2026.
- Funds reported $2.05B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2026, up 10% quarter-over-quarter.
- 28 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2026 and 17 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2026 was Pacific Life Fund Advisors, an estimated $54.4M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2026 was Convergence Financial, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2026.