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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
226
Prosperity Capital Advisors
Ohio
$224K -$9.86K -152 -4%
WCM
227
Wealthcare Capital Management
Virginia
$219K -$37.6K -579 -15%
DWT
228
Dorsey & Whitney Trust
South Dakota
$217K – – –
RWM
229
Rockwood Wealth Management
Pennsylvania
$216K -$74.1K -1,142 -26%
M&T Bank
230
M&T Bank
New York
$210K – – –
Renaissance Technologies
231
Renaissance Technologies
New York
$208K +$208K +3,200 New
SWP
232
Stratos Wealth Partners
Ohio
$206K -$277K -4,264 -57%
HI
233
Harbour Investments
Wisconsin
$205K +$130 +2 +0.1%
PMG
234
ProVise Management Group
Florida
$203K +$4.99K +77 +3%
GKWIM
235
Gerber Kawasaki Wealth & Investment Management
California
$203K +$11.2K +173 +6%
CTC
236
Central Trust Company
Missouri
$202K -$19.2K -296 -9%
FTS
237
Fifth Third Securities
Ohio
$202K +$202K +3,110 New
BRWA
238
B. Riley Wealth Advisors
Florida
$201K +$201K +3,107 New
EFS
239
Essex Financial Services
Connecticut
$200K – – –
DFA
240
DHJJ Financial Advisors
Illinois
$148K +$148K +2,285 New
Fidelity Investments
241
Fidelity Investments
Massachusetts
$144K +$45K +694 +45%
TCM
242
Tradewinds Capital Management
Washington
$138K +$648 +10 +0.5%
IHWM
243
Iron Horse Wealth Management
Iowa
$132K -$2.72K -42 -2%
HNB
244
Huntington National Bank
Ohio
$130K -$138K – –
PB
245
Pinnacle Bancorp
Nebraska
$108K +$53K +817 +97%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$97.1K +$259 +4 +0.3%
BC
247
Bartlett & Co
Ohio
$97K +$259 +4 +0.3%
CHA
248
Carmichael Hill & Associates
Maryland
$68.8K – – –
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$61.6K +$61.6K +950 New
UB
250
UMB Bank
Missouri
$59.7K +$5.06K +78 +9%
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