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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+12
Holders Change %
+3.55%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
134
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$35.8M
3
EH
Equitable Holdings
New York
+$9.47M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.06M
5
AWM
AE Wealth Management
Kansas
+$5.52M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$36.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.3M
3
BWG
Balanced Wealth Group
Ohio
-$8.92M
4
FIA
Foundations Investment Advisors
Arizona
-$8.05M
5
RIM
Rockbridge Investment Management
New York
-$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
226
Wallace Advisory Group
California
$346K – – –
IWA
227
Inspirion Wealth Advisors
Illinois
$343K – – –
AAS
228
Ameritas Advisory Services
Nebraska
$334K +$16.4K +206 +5%
AWA
229
Acorn Wealth Advisors
Michigan
$333K +$954 +12 +0.3%
DWM
230
Drive Wealth Management
Utah
$327K -$475K -5,980 -59%
MWPCG
231
Measured Wealth Private Client Group
New Hampshire
$320K -$652K -8,202 -67%
VT
232
Vise Technologies
New York
$313K +$72.1K +907 +30%
CA
233
Centerpoint Advisors
Massachusetts
$312K -$9.86K -124 -3%
CWA
234
Centennial Wealth Advisory
Michigan
$311K +$34K +428 +12%
AFG
235
ABLE Financial Group
Arizona
$308K -$75K -944 -20%
Cerity Partners
236
Cerity Partners
New York
$300K +$300K +3,781 New
NAM
237
NTV Asset Management
West Virginia
$296K – – –
SDWMA
238
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K – – –
MML Investors Services
239
MML Investors Services
Massachusetts
$288K -$616K -7,759 -68%
CWM
240
Cornerstone Wealth Management
Missouri
$284K +$1.11K +14 +0.4%
IAA
241
Independent Advisor Alliance
North Carolina
$283K +$13.9K +175 +5%
QWM
242
Quadcap Wealth Management
Texas
$275K – – –
MWA
243
Motive Wealth Advisors
Michigan
$274K – – –
CWS
244
Cypress Wealth Services
California
$267K -$47.3K -595 -15%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$265K -$3.26K -41 -1%
RPGK
246
Retirement Planning Group (Kansas)
Kansas
$258K -$80.3K -1,010 -24%
BFA
247
Beaumont Financial Advisors
Massachusetts
$253K – – –
Bank of New York Mellon
248
Bank of New York Mellon
New York
$253K +$34.7K +437 +16%
William Blair & Company
249
William Blair & Company
Illinois
$253K – – –
MSAM
250
Moloney Securities Asset Management
Missouri
$250K -$41.8K -526 -14%
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