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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$35.8M
3
EH
Equitable Holdings
New York
+$9.47M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.06M
5
AWM
AE Wealth Management
Kansas
+$5.52M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$36.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.3M
3
BWG
Balanced Wealth Group
Ohio
-$8.92M
4
FIA
Foundations Investment Advisors
Arizona
-$8.05M
5
RIM
Rockbridge Investment Management
New York
-$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
276
DHJJ Financial Advisors
Illinois
$182K – – –
TCM
277
Tradewinds Capital Management
Washington
$180K -$19.9K -251 -10%
S
278
Sachetta
Massachusetts
$162K +$1.35K +17 +0.8%
HNB
279
Huntington National Bank
Ohio
$159K -$146K – –
IHWM
280
Iron Horse Wealth Management
Iowa
$154K -$636 -8 -0.4%
BCWM
281
Bartlett & Co Wealth Management
Ohio
$127K +$318 +4 +0.3%
UB
282
UMB Bank
Missouri
$77.7K -$25.7K -323 -25%
US Bancorp
283
US Bancorp
Minnesota
$75.9K +$15.9K +200 +26%
EWM
284
EPG Wealth Management
Georgia
$66.5K +$66.5K +837 New
PB
285
Pinnacle Bancorp
Nebraska
$66.5K -$4.45K -56 -6%
AF
286
Advisornet Financial
Minnesota
$66.2K -$636 -8 -1%
CHA
287
Carmichael Hill & Associates
Maryland
$60.4K -$23.8K -300 -28%
ST
288
Smithfield Trust
Pennsylvania
$56K – – –
CAL
289
Capital Analysts LLC
Pennsylvania
$56K – – –
CA
290
CoreCap Advisors
Michigan
$51.2K – – –
CFD
291
Creative Financial Designs
Indiana
$50.5K – – –
JGIA
292
Jackson Grant Investment Advisers
Connecticut
$49.1K +$159 +2 +0.3%
PA
293
PSI Advisors
Florida
$46.5K +$159 +2 +0.3%
CIAS
294
Capital Investment Advisory Services
North Carolina
$44.7K – – –
T
295
Tidemark
California
$42.3K -$30.8K -388 -42%
BA
296
Ballast Advisors
Minnesota
$42.2K – – –
JWA
297
JFS Wealth Advisors
Pennsylvania
$37.5K +$159 +2 +0.4%
PGAM
298
Princeton Global Asset Management
New Jersey
$35.7K +$159 +2 +0.4%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$32.8K – – –
TAM
300
Tucker Asset Management
Colorado
$32.3K – – –
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