MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
226
ProVise Management Group
Florida
$398K – – –
FAIM
227
Financial Advocates Investment Management
Washington
$397K +$5.69K +71 +1%
KFP
228
KMG Fiduciary Partners
Ohio
$389K – – –
TWM
229
Trueblood Wealth Management
Ohio
$388K – – –
P
230
&Partners
Tennessee
$384K +$145K +1,793 +60%
FF
231
Friday Financial
Iowa
$381K +$381K +4,756 New
JWCA
232
J.W. Cole Advisors
Florida
$381K +$10.1K +126 +3%
FPCP
233
Fort Point Capital Partners
California
$381K +$1.68K +21 +0.4%
TRCT
234
Tower Research Capital (TRC)
New York
$378K -$602K -7,510 -61%
CCM
235
Condor Capital Management
New Jersey
$371K -$4.57K -57 -1%
AR
236
Apeiron RIA
Texas
$364K -$25.7K -321 -7%
Brown Advisory
237
Brown Advisory
Maryland
$363K – – –
AC
238
Avant Capital
Louisiana
$362K +$362K +4,510 New
WAG
239
Wallace Advisory Group
California
$360K -$16.8K -211 -4%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$355K -$802 -10 -0.2%
CFG
241
Certior Financial Group
Pennsylvania
$354K +$354K +4,417 New
AAS
242
Ameritas Advisory Services
Nebraska
$342K +$4.97K +62 +1%
RPGK
243
Retirement Planning Group (Kansas)
Kansas
$341K +$81K +1,010 +31%
DWM
244
Drive Wealth Management
Utah
$325K -$4.97K -62 -2%
AWA
245
Acorn Wealth Advisors
Michigan
$325K -$11.4K -142 -3%
EE
246
EWG Elevate
California
$323K +$323K +4,034 New
NG
247
Norden Group
Utah
$321K +$73.2K +913 +30%
MWPCG
248
Measured Wealth Private Client Group
New Hampshire
$320K -$3.05K -38 -0.9%
CA
249
Centerpoint Advisors
Massachusetts
$315K – – –
NAM
250
NTV Asset Management
West Virginia
$308K +$8.82K +110 +3%
8 9
10
11 12