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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
276
Oak Harbor Wealth Partners
North Carolina
$15.4K – – –
MCM
277
Manchester Capital Management
Vermont
$15.1K – – –
S
278
SignatureFD
Georgia
$14.9K – – –
LC
279
Lindbrook Capital
California
$14.4K +$14.4K +218 New
TWA
280
TCI Wealth Advisors
Arizona
$13.6K – – –
GT
281
Glenmede Trust
Pennsylvania
$13.3K +$13.3K +201 New
ATC
282
Adirondack Trust Company
New York
$13.2K – – –
TFGT
283
TS Financial Group (TSFG)
Illinois
$13K – – –
BCMLT
284
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.6K – – –
SC
285
Stephens Consulting
Michigan
$11.6K +$11.6K +175 New
RI
286
Ridgewood Investments
New Jersey
$10.6K +$10.6K +160 New
TVWM
287
Tower View Wealth Management
Wisconsin
$10K – – –
HGERS
288
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +125 New
KFS
289
Kelly Financial Services
Massachusetts
$7.4K -$362K -5,470 -98%
GEA
290
Glen Eagle Advisors
New Jersey
$7.34K -$9.52K -144 -56%
AAP
291
Arax Advisory Partners
Colorado
$7.25K +$66 +1 +0.9%
BWM
292
Baystate Wealth Management
Massachusetts
$6.9K -$995 -15 -13%
FHA
293
First Horizon Advisors
Tennessee
$6.74K -$6.01K -91 -47%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$6.68K +$5 +72 +0.1%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$6.61K +$6.61K +100 New
KA
296
Kozak & Associates
Colorado
$6K – – –
GI
297
Gradient Investments
Minnesota
$5.09K – – –
RDIA
298
RE Dickinson Investment Advisors
Iowa
$5K – – –
AIP
299
Ahrens Investment Partners
Louisiana
$4.51K +$4.51K +68 New
MRCM
300
M&R Capital Management
New Jersey
$2.78K – – –
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