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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$35.8M
3
EH
Equitable Holdings
New York
+$9.47M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.06M
5
AWM
AE Wealth Management
Kansas
+$5.52M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$36.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.3M
3
BWG
Balanced Wealth Group
Ohio
-$8.92M
4
FIA
Foundations Investment Advisors
Arizona
-$8.05M
5
RIM
Rockbridge Investment Management
New York
-$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
251
Essex Financial Services
Connecticut
$248K – – –
FA
252
Flagstar Advisors
New York
$245K -$9.85K -124 -4%
NG
253
Norden Group
Utah
$245K +$245K +3,085 New
AWM
254
Aviso Wealth Management
Washington
$237K -$25.2K -317 -10%
P
255
&Partners
Tennessee
$236K +$236K +2,968 New
SIAS
256
Summit Investment Advisory Services
Minnesota
$234K +$234K +2,946 New
RWA
257
Redhawk Wealth Advisors
Minnesota
$230K +$2.46K +31 +1%
PCIA
258
Prime Capital Investment Advisors
Kansas
$226K -$308K -3,875 -58%
CTC
259
Central Trust Company
Missouri
$226K +$7.95K +100 +4%
TYCC
260
Texas Yale Capital Corp
Florida
$224K – – –
GAB
261
German American Bancorp
Indiana
$224K – – –
EFG
262
Embree Financial Group
Illinois
$224K -$7.79K -98 -3%
UFAC
263
Urban Financial Advisory Corp
Illinois
$223K +$954 +12 +0.4%
AP
264
Appleton Partners
Massachusetts
$223K -$1.99K -25 -0.9%
ST
265
Somerset Trust
Pennsylvania
$217K -$2.15K -27 -1%
EDRIA
266
Edmonds Duncan Registered Investment Advisors
Kansas
$216K +$216K +2,713 New
GA
267
Goldstein Advisors
Wisconsin
$215K +$215K +2,706 New
SPIA
268
Steward Partners Investment Advisory
New York
$215K +$32.8K +413 +18%
HI
269
Harbour Investments
Wisconsin
$214K +$2.38K +30 +1%
SG
270
StoneX Group
New York
$213K +$213K +2,684 New
VW
271
Vance Wealth
California
$211K +$211K +2,653 New
E
272
ETFidea
New York
$209K +$209K +2,631 New
DS
273
DRW Securities
Illinois
$202K +$202K +2,546 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$187K -$5.56K -70 -3%
CFGS
275
Concourse Financial Group Securities
Alabama
$186K -$397 -5 -0.2%
9 10
11
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