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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
251
Beaumont Financial Advisors
Massachusetts
$248K -$104K -1,424 -30%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$248K +$240K +3,245 +3,245%
RPGK
253
Retirement Planning Group (Kansas)
Kansas
$245K +$245K +3,335 New
AAS
254
Avantax Advisory Services
Texas
$245K +$245K +3,335 New
VCM
255
Virtue Capital Management
Tennessee
$244K +$244K +3,394 New
RCAG
256
Rehmann Capital Advisory Group
Michigan
$243K +$243K +3,318 New
SWM
257
Spire Wealth Management
Virginia
$243K +$242K +3,393 +30,845%
FFN
258
Focus Financial Network
Minnesota
$241K -$25.8K -352 -10%
CA
259
Continuum Advisory
Idaho
$239K +$239K +3,231 New
BW
260
BIP Wealth
Georgia
$233K -$47.6K -649 -17%
RWM
261
Rockwood Wealth Management
Pennsylvania
$231K -$13.8K -188 -6%
EFS
262
Essex Financial Services
Connecticut
$227K – – –
CTC
263
Central Trust Company
Missouri
$224K -$5.14K -70 -2%
SG
264
StoneX Group
New York
$213K -$134K -1,831 -39%
DWT
265
Dorsey & Whitney Trust
South Dakota
$212K -$33.4K -455 -14%
MCA
266
MSH Capital Advisors
Arizona
$210K +$210K +2,861 New
RWA
267
Redhawk Wealth Advisors
Minnesota
$208K +$208K +2,841 New
Bank of New York Mellon
268
Bank of New York Mellon
New York
$208K +$208K +2,833 New
TYCC
269
Texas Yale Capital Corp
Florida
$207K +$207K +2,825 New
GAB
270
German American Bancorp
Indiana
$207K +$207K +2,823 New
1WM
271
1900 Wealth Management
Texas
$205K -$56.1K -765 -21%
ST
272
Somerset Trust
Pennsylvania
$204K +$204K +2,781 New
WP
273
WealthPLAN Partners
Nebraska
$203K +$203K +2,760 New
EDRIA
274
Edmonds Duncan Registered Investment Advisors
Kansas
$202K +$202K +2,750 New
AssetMark Inc
275
AssetMark Inc
California
$186K +$174K +2,378 +1,505%
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