MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
226
Focus Financial Network
Minnesota
$241K -$13.4K -202 -5%
SDWMA
227
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
AO
228
Advisor OS
Illinois
$240K -$47.7K -722 -17%
PCA
229
Prosperity Capital Advisors
Ohio
$237K +$26.4K +400 +13%
FAIM
230
Financial Advocates Investment Management
Washington
$233K -$12.3K -186 -5%
SS
231
Simplicity Solutions
Minnesota
$230K +$230K +3,480 New
WCM
232
Wealthcare Capital Management
Virginia
$228K +$228K +3,452 New
DWT
233
Dorsey & Whitney Trust
South Dakota
$221K – – –
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$215K +$215K +3,260 New
VW
235
Vance Wealth
California
$215K – – –
M&T Bank
236
M&T Bank
New York
$214K – – –
HI
237
Harbour Investments
Wisconsin
$209K -$54.8K -830 -21%
BFA
238
Bill Few Associates
Pennsylvania
$206K – – –
TCM
239
Tradewinds Capital Management
Washington
$200K -$10.3M -155,315 -98%
IAIM
240
International Assets Investment Management
Florida
$182K +$182K +2,759 New
WP
241
WealthPLAN Partners
Nebraska
$175K +$175K +2,646 New
IHWM
242
Iron Horse Wealth Management
Iowa
$163K – – –
CAL
243
Capital Analysts LLC
Pennsylvania
$157K -$17.8K -270 -10%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$98.5K +$198 +3 +0.2%
BC
245
Bartlett & Co
Ohio
$98K +$197 +3 +0.2%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$93K +$93K +1,407 New
Fidelity Investments
247
Fidelity Investments
Massachusetts
$91.9K +$19.1K +289 +26%
CHA
248
Carmichael Hill & Associates
Maryland
$70K – – –
AF
249
Advisornet Financial
Minnesota
$67.8K – – –
UB
250
UMB Bank
Missouri
$55.7K – – –
8 9
10
11 12