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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Advisornet Financial
Minnesota
$61.4K -$9.22K -134 -13%
PB
252
Pinnacle Bancorp
Nebraska
$58.2K +$37.6K +547 +183%
UB
253
UMB Bank
Missouri
$58K – – –
EWM
254
EPG Wealth Management
Georgia
$56.3K +$275 +4 +0.5%
CAL
255
Capital Analysts LLC
Pennsylvania
$49K -$115K -1,668 -70%
ST
256
Smithfield Trust
Pennsylvania
$48K – – –
CFD
257
Creative Financial Designs
Indiana
$43.7K – – –
JGIA
258
Jackson Grant Investment Advisers
Connecticut
$41.6K +$206 +3 +0.5%
EK
259
Evensky & Katz
Florida
$41K – – –
BA
260
Ballast Advisors
Minnesota
$36.5K – – –
AssetMark Inc
261
AssetMark Inc
California
$33.5K +$16.3K +237 +95%
PGAM
262
Princeton Global Asset Management
New Jersey
$33K +$138 +2 +0.4%
JWA
263
JFS Wealth Advisors
Pennsylvania
$31.7K +$138 +2 +0.4%
AIM
264
Arcadia Investment Management
Michigan
$31K – – –
PA
265
PSI Advisors
Florida
$29.3K +$138 +2 +0.5%
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K +$14.9K +217 +114%
CIAS
267
Capital Investment Advisory Services
North Carolina
$27.6K – – –
SS
268
Sunbelt Securities
Texas
$21.4K – – –
FRA
269
Front Row Advisors
California
$21K – – –
AA
270
Ancora Advisors
Ohio
$20.6K – – –
US Bancorp
271
US Bancorp
Minnesota
$20.2K – – –
KFI
272
Key Financial Inc
Pennsylvania
$18.8K – – –
OHWP
273
Oak Harbor Wealth Partners
North Carolina
$16K – – –
MCM
274
Manchester Capital Management
Vermont
$15.7K – – –
S
275
SignatureFD
Georgia
$15.5K – – –
9 10
11
12 13