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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
301
Cedar Mountain Advisors
Oregon
$1.85K – – –
MPCG
302
Matrix Private Capital Group
New York
$1.65K – – –
AIC
303
Archer Investment Corporation
Indiana
$1.52K +$1.52K +23 New
RWPA
304
Richard W. Paul & Associates
Michigan
$1.06K – – –
FMP
305
Financial Management Professionals
Texas
$1K – – –
FGAM
306
Financial Gravity Asset Management
Texas
$871 +$13 +1 +2%
TF
307
Tompkins Financial
New York
$595 -$331 -5 -36%
Citigroup
308
Citigroup
New York
$198 -$396 -6 -67%
PWM
309
Provident Wealth Management
Tennessee
$66 – – –
MWM
310
Merriman Wealth Management
Washington
– -$10.9M -168,787 Closed
FFG
311
Ford Financial Group
California
– -$5.32M -82,228 Closed
FTUS
312
Flow Traders U.S.
New York
– -$4.48M -69,179 Closed
CRI
313
Colonial River Investments
Virginia
– -$3.93M -60,797 Closed
GSWM
314
Greenup Street Wealth Management
Michigan
– -$3.93M -60,713 Closed
SWM
315
SigFig Wealth Management
California
– -$1.75M -58,256 Closed
CWA
316
Centennial Wealth Advisory
Michigan
– -$3.25M -50,164 Closed
BRWA
317
B. Riley Wealth Advisors
Florida
– -$3.24M -50,088 Closed
AWS
318
Atria Wealth Solutions
New York
– -$2.52M -38,965 Closed
SFS
319
Sowell Financial Services
Arkansas
– -$2.23M -34,507 Closed
OIS
320
Okabena Investment Services
Minnesota
– -$7.97M -20,842 Closed
SWM
321
Spire Wealth Management
Virginia
– -$541K -8,366 Closed
MWA
322
Motive Wealth Advisors
Michigan
– -$365K -5,637 Closed
Renaissance Technologies
323
Renaissance Technologies
New York
– -$337K -5,200 Closed
CA
324
Continuum Advisory
Idaho
– -$325K -5,017 Closed
BOSSRA
325
B.O.S.S. Retirement Advisors
Utah
– -$289K -4,463 Closed
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