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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
276
TD Capital Management
Tennessee
$13.6K +$13.6K +210 New
CTWM
277
Cherry Tree Wealth Management
Minnesota
$13.6K – – –
GJIA
278
Glass Jacobson Investment Advisors
Maryland
$13K +$65 +1 +0.5%
TFGT
279
TS Financial Group (TSFG)
Illinois
$13K – – –
ATC
280
Adirondack Trust Company
New York
$13K – – –
AssetMark Inc
281
AssetMark Inc
California
$10.2K -$21.3K -329 -68%
TVWM
282
Tower View Wealth Management
Wisconsin
$10K – – –
GI
283
Gradient Investments
Minnesota
$9.86K +$4.87K +75 +97%
SC
284
Stephens Consulting
Michigan
$9.56K – – –
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$8.11K +$8.11K +125 New
GEA
286
Glen Eagle Advisors
New Jersey
$7.2K – – –
AAP
287
Arax Advisory Partners
Colorado
$7.18K +$65 +1 +0.9%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$6.86K – – –
BWM
289
Baystate Wealth Management
Massachusetts
$6.83K +$65 +1 +1%
ITIM
290
Indiana Trust & Investment Management
Indiana
$5.64K +$5.64K +87 New
RDIA
291
RE Dickinson Investment Advisors
Iowa
$5K – – –
KFS
292
Kelly Financial Services
Massachusetts
$3.16K -$4.13K -64 -57%
TAM
293
Tucker Asset Management
Colorado
$2.98K +$2.98K +46 New
MRCM
294
M&R Capital Management
New Jersey
$2.73K – – –
BNP Paribas Financial Markets
295
BNP Paribas Financial Markets
France
$2.53K +$2.53K +39 New
CMA
296
Cedar Mountain Advisors
Oregon
$1.69K -$130 -2 -7%
MPCG
297
Matrix Private Capital Group
New York
$1.62K – – –
AIC
298
Archer Investment Corporation
Indiana
$1.49K – – –
RWPA
299
Richard W. Paul & Associates
Michigan
$1.04K – – –
FMP
300
Financial Management Professionals
Texas
$1K – – –
10 11
12
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