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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
276
Embree Financial Group
Illinois
$221K -$4.97K -62 -2%
AWM
277
Aviso Wealth Management
Washington
$221K -$18.4K -229 -8%
ST
278
Somerset Trust
Pennsylvania
$219K – – –
CFG
279
CMC Financial Group
Georgia
$218K +$218K +2,720 New
GA
280
Goldstein Advisors
Wisconsin
$217K +$401 +5 +0.2%
HI
281
Harbour Investments
Wisconsin
$217K +$241 +3 +0.1%
VW
282
Vance Wealth
California
$216K +$3.69K +46 +2%
MSAM
283
Moloney Securities Asset Management
Missouri
$215K -$37.5K -468 -15%
AP
284
Appleton Partners
Massachusetts
$214K -$10.4K -130 -5%
WWM
285
Western Wealth Management
Colorado
$214K +$214K +2,665 New
Baird Financial Group
286
Baird Financial Group
Wisconsin
$212K +$212K +2,640 New
AQR Capital Management
287
AQR Capital Management
Connecticut
$207K +$207K +2,575 New
DS
288
DRW Securities
Illinois
$204K – – –
SG
289
StoneX Group
New York
$201K -$14.7K -183 -7%
NA
290
Note Advisors
New York
$200K +$200K +2,495 New
WSFS
291
Wilmington Savings Fund Society
Delaware
$198K +$196K +2,450 +11,667%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$189K – – –
DFA
293
DHJJ Financial Advisors
Illinois
$183K – – –
TCM
294
Tradewinds Capital Management
Washington
$183K +$1.04K +13 +0.6%
CFGS
295
Concourse Financial Group Securities
Alabama
$175K -$20.8K -249 -11%
S
296
Sachetta
Massachusetts
$165K +$1.52K +19 +0.9%
HNB
297
Huntington National Bank
Ohio
$160K -$159K – –
IHWM
298
Iron Horse Wealth Management
Iowa
$153K -$2.57K -32 -2%
PB
299
Pinnacle Bancorp
Nebraska
$130K +$62.7K +782 +93%
BCWM
300
Bartlett & Co Wealth Management
Ohio
$122K -$6.98K -87 -5%
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12
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