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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
CCMG
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
Stifel Financial
Missouri
$105M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.9M
2
PPW
Parcion Private Wealth
Washington
$0
3
NP
NorthRock Partners
Minnesota
$42.7M
4
TCM
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
251
Bill Few Associates
Pennsylvania
$202K +$202K +3,119 New
CAGAS
252
Capital Advisory Group Advisory Services
Minnesota
$190K -$38.8K -600 -17%
William Blair & Company
253
William Blair & Company
Illinois
$175K +$4.14K +64 +2%
CAL
254
Capital Analysts LLC
Pennsylvania
$171K +$111K +1,719 +185%
IHWM
255
Iron Horse Wealth Management
Iowa
$159K +$136K +2,101 +582%
AssetMark Inc
256
AssetMark Inc
California
$143K +$131K +2,022 +1,087%
FGAM
257
Financial Gravity Asset Management
Texas
$127K +$13.7K +7 +12%
BAM
258
Belpointe Asset Management
Nevada
$127K +$127K +1,963 New
BCWM
259
Bartlett & Co Wealth Management
Ohio
$96.2K +$89.4K +1,382 +1,316%
BC
260
Bartlett & Co
Ohio
$96K +$89.2K +1,382 +1,316%
MPCL
261
My Personal CFO LLC
Washington
$81.6K +$81.6K +1 New
Fidelity Investments
262
Fidelity Investments
Massachusetts
$71.3K -$79.2K -1,223 -53%
CHA
263
Carmichael Hill & Associates
Maryland
$68.6K – – –
AF
264
Advisornet Financial
Minnesota
$66.4K – – –
CFD
265
Creative Financial Designs
Indiana
$55.7K – – –
UB
266
UMB Bank
Missouri
$55K – – –
CA
267
CoreCap Advisors
Michigan
$52.7K +$52.7K +814 New
EWM
268
EPG Wealth Management
Georgia
$52.6K +$259 +4 +0.5%
CPG
269
Cornerstone Planning Group
New Jersey
$49K +$49K +720 New
FWA
270
Freedom Wealth Alliance
Wisconsin
$48.9K +$48.9K +756 New
ST
271
Smithfield Trust
Pennsylvania
$45K – – –
CIAS
272
Capital Investment Advisory Services
North Carolina
$41.7K -$259 -4 -0.6%
MCC
273
Money Concepts Capital
Florida
$41.7K +$453 +7 +1%
EK
274
Evensky & Katz
Florida
$39K +$39K +603 New
JGIA
275
Jackson Grant Investment Advisers
Connecticut
$38.8K +$194 +3 +0.5%
9 10
11
12 13