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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Advisornet Financial
Minnesota
$53.6K -$4.28K -66 -7%
EWM
252
EPG Wealth Management
Georgia
$53.4K +$259 +4 +0.5%
CAL
253
Capital Analysts LLC
Pennsylvania
$46K – – –
ST
254
Smithfield Trust
Pennsylvania
$45K – – –
CFD
255
Creative Financial Designs
Indiana
$41.2K – – –
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$39.4K +$130 +2 +0.3%
EK
257
Evensky & Katz
Florida
$39K – – –
BA
258
Ballast Advisors
Minnesota
$34.4K – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$30.1K +$130 +2 +0.4%
PGAM
260
Princeton Global Asset Management
New Jersey
$28.7K -$2.46K -38 -8%
BCMLT
261
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K – – –
PA
262
PSI Advisors
Florida
$27.7K +$130 +2 +0.5%
CIAS
263
Capital Investment Advisory Services
North Carolina
$26K – – –
SS
264
Sunbelt Securities
Texas
$20.2K – – –
FRA
265
Front Row Advisors
California
$19.5K – – –
AA
266
Ancora Advisors
Ohio
$19.5K – – –
US Bancorp
267
US Bancorp
Minnesota
$19.1K – – –
KFI
268
Key Financial Inc
Pennsylvania
$17.8K – – –
FCT
269
Family Capital Trust
Massachusetts
$16.3K +$16.3K +251 New
OHWP
270
Oak Harbor Wealth Partners
North Carolina
$15.1K – – –
MCM
271
Manchester Capital Management
Vermont
$14.8K – – –
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$14.7K +$14.7K +226 New
S
273
SignatureFD
Georgia
$14.6K – – –
RIA
274
Realta Investment Advisors
Delaware
$14.3K – – –
IPW
275
Impact Partnership Wealth
Georgia
$13.8K +$13.8K +212 New
9 10
11
12 13