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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
226
Motive Wealth Advisors
Michigan
$274K -$34K -466 -11%
NAM
227
NTV Asset Management
West Virginia
$272K -$14.6K -200 -5%
MSAM
228
Moloney Securities Asset Management
Missouri
$268K +$584 +8 +0.2%
SDWMA
229
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K – – –
SWM
230
Silverlake Wealth Management
Vermont
$262K -$27.5K -377 -9%
CWM
231
Cornerstone Wealth Management
Missouri
$259K -$30.1K -412 -10%
TWM
232
Trueblood Wealth Management
Ohio
$255K +$7.29K +100 +3%
CWA
233
Centennial Wealth Advisory
Michigan
$254K +$40.9K +561 +19%
QWM
234
Quadcap Wealth Management
Texas
$252K -$14.9K -204 -6%
IAA
235
Independent Advisor Alliance
North Carolina
$247K +$24.7K +339 +11%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$246K +$4.09K +56 +2%
PTC
237
Private Trust Company
Ohio
$242K +$10.9K +150 +5%
AWM
238
Aviso Wealth Management
Washington
$241K -$49.2K -675 -17%
FA
239
Flagstar Advisors
New York
$234K +$511 +7 +0.2%
DC
240
Destiny Capital
Colorado
$233K -$15.3K -210 -6%
PCA
241
Prosperity Capital Advisors
Ohio
$233K -$56.1K -769 -19%
BFA
242
Beaumont Financial Advisors
Massachusetts
$233K -$14.3K -196 -6%
William Blair & Company
243
William Blair & Company
Illinois
$232K -$58.4K -800 -20%
EFS
244
Essex Financial Services
Connecticut
$230K – – –
VT
245
Vise Technologies
New York
$221K +$221K +3,026 New
EFG
246
Embree Financial Group
Illinois
$213K -$17.7K -242 -8%
RWA
247
Redhawk Wealth Advisors
Minnesota
$209K +$948 +13 +0.5%
FPAS
248
Focus Partners Advisor Solutions
Missouri
$209K -$37.5K -514 -15%
HCC
249
Hirtle Callaghan & Co
Pennsylvania
$208K +$208K +2,854 New
DWM
250
Diversify Wealth Management
Utah
$206K +$206K +2,840 New
8 9
10
11 12