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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
276
Pinnacle Bancorp
Nebraska
$65.1K +$50.6K +694 +349%
AF
277
Advisornet Financial
Minnesota
$61.3K – – –
EWM
278
EPG Wealth Management
Georgia
$60.8K -$63K -829 Closed
US Bancorp
279
US Bancorp
Minnesota
$55.1K -$8.32K -114 -13%
CAL
280
Capital Analysts LLC
Pennsylvania
$52K – – –
ST
281
Smithfield Trust
Pennsylvania
$51K – – –
CA
282
CoreCap Advisors
Michigan
$47K – – –
CFD
283
Creative Financial Designs
Indiana
$46.3K – – –
JGIA
284
Jackson Grant Investment Advisers
Connecticut
$44.9K +$292 +4 +0.7%
EK
285
Evensky & Katz
Florida
$44K +$362 +5 +0.8%
PA
286
PSI Advisors
Florida
$42.5K +$11.1K +153 +35%
CIAS
287
Capital Investment Advisory Services
North Carolina
$41K – – –
BA
288
Ballast Advisors
Minnesota
$38.7K -$6.86K -94 -15%
JWA
289
JFS Wealth Advisors
Pennsylvania
$34.2K +$219 +3 +0.6%
PGAM
290
Princeton Global Asset Management
New Jersey
$32.7K +$219 +3 +0.7%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$29.9K – – –
TAM
292
Tucker Asset Management
Colorado
$29.6K +$13.5K +185 +84%
EWM
293
Evermay Wealth Management
Virginia
$28.1K -$5.69K -78 -17%
CJ
294
Caitlin John
Michigan
$24.1K – – –
SS
295
Sunbelt Securities
Texas
$22.7K – – –
FRA
296
Front Row Advisors
California
$21.9K – – –
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$21.8K +$5.33K +73 +32%
KFI
298
Key Financial Inc
Pennsylvania
$20K – – –
NS
299
NBC Securities
Alabama
$19K +$70 +1 +0.4%
FCT
300
Family Capital Trust
Massachusetts
$18.3K – – –
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12
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