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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$344K -$41.8M -550,151 -99%
Brown Advisory
227
Brown Advisory
Maryland
$344K – – –
CA
228
Centerpoint Advisors
Massachusetts
$334K – – –
IWA
229
Inspirion Wealth Advisors
Illinois
$328K +$9.12K +120 +3%
AssetMark Inc
230
AssetMark Inc
California
$327K +$134K +1,769 +70%
AWA
231
Acorn Wealth Advisors
Michigan
$326K +$760 +10 +0.2%
WIA
232
World Investment Advisors
California
$324K +$324K +4,268 New
FTS
233
Fifth Third Securities
Ohio
$323K +$33.7K +444 +12%
MWA
234
Motive Wealth Advisors
Michigan
$321K +$321K +4,218 New
William Blair & Company
235
William Blair & Company
Illinois
$303K +$3.19K +42 +1%
AWM
236
Aviso Wealth Management
Washington
$302K +$5.17K +68 +2%
SWM
237
Silverlake Wealth Management
Vermont
$302K +$41.9K +551 +16%
CWM
238
Cornerstone Wealth Management
Missouri
$301K -$26.5K -349 -8%
PCA
239
Prosperity Capital Advisors
Ohio
$301K +$22.6K +298 +8%
CWS
240
Cypress Wealth Services
California
$301K -$28.5K -375 -9%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$300K – – –
NAM
242
NTV Asset Management
West Virginia
$298K -$228K -3,000 -43%
AWS
243
Atria Wealth Solutions
New York
$281K -$2.75M -36,239 -91%
MSAM
244
Moloney Securities Asset Management
Missouri
$278K -$162K -2,135 -37%
QWM
245
Quadcap Wealth Management
Texas
$278K -$125K -1,651 -31%
SDWMA
246
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K – – –
TRCT
247
Tower Research Capital (TRC)
New York
$277K +$277K +3,641 New
Bank of New York Mellon
248
Bank of New York Mellon
New York
$259K +$43.8K +576 +20%
DC
249
Destiny Capital
Colorado
$259K -$7.37K -97 -3%
TWM
250
Trueblood Wealth Management
Ohio
$258K -$1.6K -21 -0.6%
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