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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$249K -$36.2K -526 -13%
PCA
227
Prosperity Capital Advisors
Ohio
$248K +$2K +29 +0.8%
BFA
228
Bill Few Associates
Pennsylvania
$248K +$33K +480 +15%
CTC
229
Central Trust Company
Missouri
$235K -$61.1K -888 -21%
PFA
230
Pinnacle Family Advisors
Missouri
$231K -$36.2K -527 -14%
DWT
231
Dorsey & Whitney Trust
South Dakota
$230K – – –
VW
232
Vance Wealth
California
$224K – – –
M&T Bank
233
M&T Bank
New York
$223K – – –
HI
234
Harbour Investments
Wisconsin
$218K +$275 +4 +0.1%
EFS
235
Essex Financial Services
Connecticut
$213K +$213K +3,090 New
PMG
236
ProVise Management Group
Florida
$210K +$210K +3,054 New
LWM
237
Laidlaw Wealth Management
New York
$205K +$205K +2,982 New
GKWIM
238
Gerber Kawasaki Wealth & Investment Management
California
$203K +$203K +2,950 New
GAB
239
German American Bancorp
Indiana
$203K +$203K +2,945 New
WP
240
WealthPLAN Partners
Nebraska
$186K +$3.71K +54 +2%
TCM
241
Tradewinds Capital Management
Washington
$146K -$61.6K -896 -30%
IHWM
242
Iron Horse Wealth Management
Iowa
$143K -$26.7K -388 -16%
FGAM
243
Financial Gravity Asset Management
Texas
$138K +$6.01K +3 +5%
HNB
244
Huntington National Bank
Ohio
$138K – – –
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$106K +$106K +1,548 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$105K +$9.77K +142 +10%
BC
247
Bartlett & Co
Ohio
$103K +$276 +4 +0.3%
BCWM
248
Bartlett & Co Wealth Management
Ohio
$103K +$275 +4 +0.3%
ODG
249
O'Dell Group
Ohio
$80.6K +$80.6K +1,172 New
CHA
250
Carmichael Hill & Associates
Maryland
$72.9K – – –
8 9
10
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