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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
276
Lindbrook Capital
California
$15K – – –
CTWM
277
Cherry Tree Wealth Management
Minnesota
$14.4K +$14.4K +209 New
ATC
278
Adirondack Trust Company
New York
$14.4K – – –
RIA
279
Realta Investment Advisors
Delaware
$14.3K +$14.3K +208 New
TFGT
280
TS Financial Group (TSFG)
Illinois
$14K – – –
GJIA
281
Glass Jacobson Investment Advisors
Maryland
$13.7K +$13.7K +200 New
GT
282
Glenmede Trust
Pennsylvania
$13.3K – – –
RI
283
Ridgewood Investments
New Jersey
$11K – – –
SC
284
Stephens Consulting
Michigan
$10.1K -$1.92K -28 -16%
TVWM
285
Tower View Wealth Management
Wisconsin
$10K – – –
KFS
286
Kelly Financial Services
Massachusetts
$7.74K +$69 +1 +0.9%
GEA
287
Glen Eagle Advisors
New Jersey
$7.64K – – –
AAP
288
Arax Advisory Partners
Colorado
$7.58K – – –
BWM
289
Baystate Wealth Management
Massachusetts
$7.21K – – –
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$6.89K – – –
RDIA
291
RE Dickinson Investment Advisors
Iowa
$6K – – –
GI
292
Gradient Investments
Minnesota
$5.3K – – –
MRCM
293
M&R Capital Management
New Jersey
$2.89K – – –
CMA
294
Cedar Mountain Advisors
Oregon
$1.93K – – –
MPCG
295
Matrix Private Capital Group
New York
$1.72K – – –
AIC
296
Archer Investment Corporation
Indiana
$1.58K – – –
RWPA
297
Richard W. Paul & Associates
Michigan
$1.1K – – –
FMP
298
Financial Management Professionals
Texas
$1K – – –
TF
299
Tompkins Financial
New York
$619 – – –
HWA
300
HHM Wealth Advisors
Tennessee
$388 +$388 +6 New
10 11
12
13 14