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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
251
EPG Wealth Management
Georgia
$53.9K +$198 +3 +0.4%
BAM
252
Belpointe Asset Management
Nevada
$49.5K -$80.1K -1,213 -62%
ST
253
Smithfield Trust
Pennsylvania
$46K – – –
CFD
254
Creative Financial Designs
Indiana
$42K -$14.9K -225 -26%
EK
255
Evensky & Katz
Florida
$40K – – –
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$39.8K +$132 +2 +0.3%
VF
257
VitalStone Financial
Texas
$36K +$3.98K +56 +12%
BA
258
Ballast Advisors
Minnesota
$35.1K – – –
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$32.7K +$15.5K +235 +90%
PGAM
260
Princeton Global Asset Management
New Jersey
$31.6K +$132 +2 +0.4%
JWA
261
JFS Wealth Advisors
Pennsylvania
$30.3K +$132 +2 +0.4%
AIM
262
Arcadia Investment Management
Michigan
$29.7K – – –
PFBT
263
Parkside Financial Bank & Trust
Missouri
$29.6K +$29.6K +448 New
PA
264
PSI Advisors
Florida
$28K +$5.36K +81 +24%
CIAS
265
Capital Investment Advisory Services
North Carolina
$26.5K -$16.1K -244 -38%
BTI
266
Blue Trust Inc
Georgia
$26K +$26K +400 New
SS
267
Sunbelt Securities
Texas
$20.2K +$20.2K +311 New
FRA
268
Front Row Advisors
California
$20K – – –
AA
269
Ancora Advisors
Ohio
$19.8K – – –
PB
270
Pinnacle Bancorp
Nebraska
$19.8K -$2.91K -44 -13%
US Bancorp
271
US Bancorp
Minnesota
$19.4K -$619K -9,374 -97%
BA
272
Bristlecone Advisors
Washington
$18.2K +$18.2K +275 New
KFI
273
Key Financial Inc
Pennsylvania
$18.1K – – –
ASN
274
Advisory Services Network
Georgia
$17.5K +$3.44K +52 +24%
AssetMark Inc
275
AssetMark Inc
California
$16.5K -$129K -1,958 -89%
9 10
11
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