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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
251
Beaumont Financial Advisors
Massachusetts
$257K – – –
FPAS
252
Focus Partners Advisor Solutions
Missouri
$257K +$257K +3,376 New
RCAG
253
Rehmann Capital Advisory Group
Michigan
$252K – – –
RPGK
254
Retirement Planning Group (Kansas)
Kansas
$248K -$5.85K -77 -2%
FA
255
Flagstar Advisors
New York
$243K +$243K +3,202 New
BW
256
BIP Wealth
Georgia
$242K – – –
PTC
257
Private Trust Company
Ohio
$241K -$50.6K -666 -17%
EFG
258
Embree Financial Group
Illinois
$240K -$58.5K -770 -20%
HI
259
Harbour Investments
Wisconsin
$235K -$24.3K -320 -9%
EFS
260
Essex Financial Services
Connecticut
$235K – – –
AP
261
Appleton Partners
Massachusetts
$232K -$37.6K -495 -14%
IAA
262
Independent Advisor Alliance
North Carolina
$232K +$232K +3,051 New
CWA
263
Centennial Wealth Advisory
Michigan
$222K -$1.96M -25,835 -90%
SG
264
StoneX Group
New York
$220K – – –
DWT
265
Dorsey & Whitney Trust
South Dakota
$220K – – –
MCA
266
MSH Capital Advisors
Arizona
$217K – – –
RWA
267
Redhawk Wealth Advisors
Minnesota
$217K +$684 +9 +0.3%
TYCC
268
Texas Yale Capital Corp
Florida
$215K – – –
GAB
269
German American Bancorp
Indiana
$215K – – –
ST
270
Somerset Trust
Pennsylvania
$211K -$760 -10 -0.4%
AAS
271
Avantax Advisory Services
Texas
$209K -$44.2K -581 -17%
CTC
272
Central Trust Company
Missouri
$208K -$23.3K -306 -10%
EDRIA
273
Edmonds Duncan Registered Investment Advisors
Kansas
$206K -$2.81K -37 -1%
CFGS
274
Concourse Financial Group Securities
Alabama
$206K -$60.7K -799 -23%
GA
275
Goldstein Advisors
Wisconsin
$206K +$206K +2,706 New
9 10
11
12 13