MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

338 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 115 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
115
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
251
Diversify Wealth Management
Utah
$206K +$206K +2,840 New
TYCC
252
Texas Yale Capital Corp
Florida
$206K – – –
AP
253
Appleton Partners
Massachusetts
$206K -$16.8K -230 -8%
GAB
254
German American Bancorp
Indiana
$206K – – –
UFAC
255
Urban Financial Advisory Corp
Illinois
$204K +$12K +165 +6%
ST
256
Somerset Trust
Pennsylvania
$201K -$802 -11 -0.4%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$201K -$47.9K -657 -19%
CTC
258
Central Trust Company
Missouri
$200K – – –
HI
259
Harbour Investments
Wisconsin
$195K -$30.9K -423 -14%
GWS
260
Glassman Wealth Services
Virginia
$190K +$190K +2,606 New
TCM
261
Tradewinds Capital Management
Washington
$183K -$15.9M -218,437 -99%
IAIM
262
International Assets Investment Management
Florida
$180K +$180K +2,472 New
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$177K +$2.41K +33 +1%
CFGS
264
Concourse Financial Group Securities
Alabama
$171K -$26.8K -368 -14%
SPIA
265
Steward Partners Investment Advisory
New York
$167K +$1.75K +24 +1%
DFA
266
DHJJ Financial Advisors
Illinois
$167K – – –
S
267
Sachetta
Massachusetts
$159K +$2.27K +29 +1%
HNB
268
Huntington National Bank
Ohio
$146K -$152K – –
IHWM
269
Iron Horse Wealth Management
Iowa
$142K – – –
BCWM
270
Bartlett & Co Wealth Management
Ohio
$117K -$511 -7 -0.4%
EWA
271
EP Wealth Advisors
California
$112K – – –
UB
272
UMB Bank
Missouri
$94.9K – – –
CFB
273
Cullen/Frost Bankers
Texas
$80.1K +$80.1K +1,098 New
CHA
274
Carmichael Hill & Associates
Maryland
$77.3K – – –
GI
275
Gradient Investments
Minnesota
$76.4K +$70.8K +970 +1,260%
9 10
11
12 13