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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
301
Citigroup
New York
$138 -$69 -1 -33%
PWM
302
Provident Wealth Management
Tennessee
$69 – – –
KA
303
Kozak & Associates
Colorado
$51 -$4.59K -90 -99%
FIA
304
Foundations Investment Advisors
Arizona
– -$2.41M -36,471 Closed
Jane Street
305
Jane Street
New York
– -$2.17M -32,899 Closed
HF
306
HRT Financial
New York
– -$1.98M -29,920 Closed
DIA
307
Dana Investment Advisors
Wisconsin
– -$1.36M -20,630 Closed
VCM
308
Virtue Capital Management
Tennessee
– -$911K -14,330 Closed
EWA
309
EP Wealth Advisors
California
– -$443K -6,479 Closed
TI
310
Trexquant Investment
Connecticut
– -$392K -5,937 Closed
CAGAS
311
Capital Advisory Group Advisory Services
Minnesota
– -$385K -5,880 Closed
Baird Financial Group
312
Baird Financial Group
Wisconsin
– -$327K -4,946 Closed
AWM
313
Affinity Wealth Management
Delaware
– -$260K -3,936 Closed
BWFA
314
Baltimore-Washington Financial Advisors
Maryland
– -$258K -3,907 Closed
AFG
315
Atomi Financial Group
New York
– -$253K -3,827 Closed
AO
316
Advisor OS
Illinois
– -$240K -3,626 Closed
SS
317
Simplicity Solutions
Minnesota
– -$230K -3,480 Closed
JPMPWA
318
J.P. Morgan Private Wealth Advisors
California
– -$215K -3,260 Closed
IAIM
319
International Assets Investment Management
Florida
– -$182K -2,759 Closed
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
– -$93K -1,407 Closed
BAM
321
Belpointe Asset Management
Nevada
– -$49.5K -750 Closed
VF
322
VitalStone Financial
Texas
– -$36K -507 Closed
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
– -$32.7K -495 Closed
PFBT
324
Parkside Financial Bank & Trust
Missouri
– -$29.6K -448 Closed
BTI
325
Blue Trust Inc
Georgia
– -$26K -400 Closed
10 11 12
13
14