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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
CCMG
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
Stifel Financial
Missouri
$105M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.9M
2
PPW
Parcion Private Wealth
Washington
$0
3
NP
NorthRock Partners
Minnesota
$42.7M
4
TCM
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
301
Arax Advisory Partners
Colorado
$7.07K – – –
AWM
302
Accurate Wealth Management
Florida
$6.78K +$6.78K +100 New
KA
303
Kozak & Associates
Colorado
$6K – – –
RDIA
304
RE Dickinson Investment Advisors
Iowa
$5K – – –
GI
305
Gradient Investments
Minnesota
$4.98K – – –
NA
306
NewEdge Advisors
Louisiana
$2.9K +$518 +1,201 +22%
MRCM
307
M&R Capital Management
New Jersey
$2.72K +$2.72K +42 New
CMA
308
Cedar Mountain Advisors
Oregon
$1.81K – – –
MPCG
309
Matrix Private Capital Group
New York
$1.62K – – –
RWPA
310
Richard W. Paul & Associates
Michigan
$1.04K +$1.04K +16 New
TF
311
Tompkins Financial
New York
$1K – – –
FMP
312
Financial Management Professionals
Texas
$1K – – –
BlackRock
313
BlackRock
New York
$706 – – –
Citigroup
314
Citigroup
New York
$582 +$582 +9 New
PWM
315
Provident Wealth Management
Tennessee
$65 – – –
PPW
316
Parcion Private Wealth
Washington
– -$6.82M -117,907 Closed
EWM
317
Executive Wealth Management
Michigan
– -$5.5K -5,497 Closed
SOS
318
Silver Oak Securities
Tennessee
– -$321K -4,954 Closed
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
– -$78K -1,343 Closed
AIP
320
Almanack Investment Partners
Pennsylvania
– -$42K -718 Closed
SWM
321
Selective Wealth Management
Virginia
– -$38K -665 Closed
IAMOG
322
Investors Asset Management of Georgia
Georgia
– -$35K -612 Closed
BTI
323
Blue Trust Inc
Georgia
– -$24K -400 Closed
BWA
324
BDO Wealth Advisors
Florida
– -$14K -235 Closed
JWBC
325
John W. Brooker & Co
California
– -$12K -210 Closed
10 11 12
13
14