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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
301
Financial Gravity Asset Management
Texas
$760 -$3.27K -56 -81%
SWM
302
Spire Wealth Management
Virginia
$717 +$717 +11 New
Citigroup
303
Citigroup
New York
$713 +$583 +9 +450%
TF
304
Tompkins Financial
New York
$519 -$65 -1 -11%
PWM
305
Provident Wealth Management
Tennessee
$65 – – –
TAIM
306
TD Ameritrade Investment Management
Nebraska
– -$6.72M -97,685 Closed
V
307
Veritable
Delaware
– -$4.96M -72,130 Closed
CFG
308
Cooper Financial Group
California
– -$3.25M -47,210 Closed
CW
309
Channel Wealth
California
– -$1.1M -16,054 Closed
CPRC
310
Consolidated Portfolio Review Corp
New York
– -$598K -8,694 Closed
GWP
311
Gateway Wealth Partners
Wisconsin
– -$437K -6,358 Closed
AWM
312
Apollon Wealth Management
South Carolina
– -$395K -5,739 Closed
SPC
313
Sigma Planning Corp
Michigan
– -$279K -4,059 Closed
GC
314
Gilbert & Cook
Iowa
– -$254K -3,693 Closed
JWCA
315
J.W. Cole Advisors
Florida
– -$249K -3,620 Closed
PFA
316
Pinnacle Family Advisors
Missouri
– -$231K -3,357 Closed
VW
317
Vance Wealth
California
– -$224K -3,257 Closed
LWM
318
Laidlaw Wealth Management
New York
– -$205K -2,982 Closed
GAB
319
German American Bancorp
Indiana
– -$203K -2,945 Closed
WP
320
WealthPLAN Partners
Nebraska
– -$186K -2,700 Closed
ODG
321
O'Dell Group
Ohio
– -$80.6K -1,172 Closed
AIM
322
Arcadia Investment Management
Michigan
– -$31K -450 Closed
LC
323
Lindbrook Capital
California
– -$15K -218 Closed
GT
324
Glenmede Trust
Pennsylvania
– -$13.3K -201 Closed
RI
325
Ridgewood Investments
New Jersey
– -$11K -160 Closed
10 11 12
13
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