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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
251
Rehmann Capital Advisory Group
Michigan
$307K +$39.8K +496 +15%
AFG
252
ABLE Financial Group
Arizona
$287K -$23.7K -296 -8%
QWM
253
Quadcap Wealth Management
Texas
$277K – – –
AWA
254
Alta Wealth Advisors
Massachusetts
$276K +$276K +3,443 New
SDWMA
255
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K -$20K -249 -7%
KPWM
256
KDK Private Wealth Management
Texas
$272K +$272K +3,394 New
BAS
257
Breakthru Advisory Services
Wisconsin
$267K +$267K +3,329 New
SIAS
258
Summit Investment Advisory Services
Minnesota
$265K +$28.6K +357 +12%
MWA
259
Motive Wealth Advisors
Michigan
$257K -$43.8K -546 -15%
BFA
260
Beaumont Financial Advisors
Massachusetts
$256K – – –
William Blair & Company
261
William Blair & Company
Illinois
$256K – – –
PA
262
Persium Advisors
Georgia
$255K +$255K +3,175 New
CWM
263
Cornerstone Wealth Management
Missouri
$250K -$35.8K -446 -13%
CWS
264
Cypress Wealth Services
California
$250K -$20.1K -250 -7%
DC
265
Destiny Capital
Colorado
$249K -$1.44K -18 -0.6%
CTC
266
Central Trust Company
Missouri
$249K +$21.3K +265 +9%
FA
267
Flagstar Advisors
New York
$248K +$561 +7 +0.2%
EFS
268
Essex Financial Services
Connecticut
$248K – – –
PCIA
269
Prime Capital Investment Advisors
Kansas
$237K +$8.34K +104 +4%
RWA
270
Redhawk Wealth Advisors
Minnesota
$230K -$2.49K -31 -1%
UFAC
271
Urban Financial Advisory Corp
Illinois
$227K +$1.36K +17 +0.6%
TYCC
272
Texas Yale Capital Corp
Florida
$227K – – –
GAB
273
German American Bancorp
Indiana
$226K – – –
SPIA
274
Steward Partners Investment Advisory
New York
$226K +$9.63K +120 +4%
BW
275
BIP Wealth
Georgia
$225K +$225K +2,802 New
9 10
11
12 13