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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$325K +$325K +4,428 New
CA
227
Centerpoint Advisors
Massachusetts
$323K -$9.91K -135 -3%
CWS
228
Cypress Wealth Services
California
$318K -$12.8K -175 -4%
CWM
229
Cornerstone Wealth Management
Missouri
$317K -$392K -5,335 -55%
AWA
230
Acorn Wealth Advisors
Michigan
$315K +$807 +11 +0.3%
IWA
231
Inspirion Wealth Advisors
Illinois
$308K -$329K -4,484 -52%
CCM
232
Crabel Capital Management
California
$305K +$305K +4,154 New
RAG
233
RIA Advisory Group
Iowa
$305K +$305K +2,665 New
MIS
234
Morningstar Investment Services
Illinois
$300K +$300K +4,047 New
CAGAS
235
Capital Advisory Group Advisory Services
Minnesota
$290K +$12.8K +175 +5%
William Blair & Company
236
William Blair & Company
Illinois
$289K -$4.7K -64 -2%
LNC
237
Lincoln National Corp
Pennsylvania
$289K +$289K +3,942 New
EFG
238
Embree Financial Group
Illinois
$288K +$288K +3,931 New
AWM
239
Aviso Wealth Management
Washington
$287K +$287K +3,908 New
PTC
240
Private Trust Company
Ohio
$281K +$6.68K +91 +2%
FTS
241
Fifth Third Securities
Ohio
$279K +$50.8K +692 +22%
PCA
242
Prosperity Capital Advisors
Ohio
$269K +$15.1K +206 +6%
SDWMA
243
Schneider Downs Wealth Management Advisors
Pennsylvania
$267K – – –
AP
244
Appleton Partners
Massachusetts
$261K – – –
CFGS
245
Concourse Financial Group Securities
Alabama
$258K -$69.6K -949 -21%
DC
246
Destiny Capital
Colorado
$257K +$257K +3,505 New
SWP
247
Stratos Wealth Partners
Ohio
$252K +$18.9K +257 +8%
SWM
248
Silverlake Wealth Management
Vermont
$251K +$251K +3,419 New
TWM
249
Trueblood Wealth Management
Ohio
$251K +$251K +3,417 New
HI
250
Harbour Investments
Wisconsin
$250K +$18.1K +246 +8%
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