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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
301
Capital Investment Advisory Services
North Carolina
$41.2K +$11.8K +161 +40%
BA
302
Ballast Advisors
Minnesota
$39K – – –
RFS
303
Richardson Financial Services
Massachusetts
$35.1K +$35.1K +479 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$34.1K +$147 +2 +0.4%
PGAM
305
Princeton Global Asset Management
New Jersey
$32.6K +$147 +2 +0.5%
PA
306
PSI Advisors
Florida
$31.5K +$220 +3 +0.7%
BCMLT
307
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K – – –
CJ
308
Caitlin John
Michigan
$24.2K +$24.2K +330 New
SS
309
Sunbelt Securities
Texas
$22.8K – – –
FRA
310
Front Row Advisors
California
$22K – – –
KFI
311
Key Financial Inc
Pennsylvania
$20.1K – – –
NS
312
NBC Securities
Alabama
$19K -$386K -5,499 -95%
FCT
313
Family Capital Trust
Massachusetts
$18.4K – – –
BWP
314
Baldwin Wealth Partners
Massachusetts
$18.1K +$18.1K +246 New
OHWP
315
Oak Harbor Wealth Partners
North Carolina
$17.1K – – –
MCM
316
Manchester Capital Management
Vermont
$16.7K – – –
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$16.6K – – –
ASN
318
Advisory Services Network
Georgia
$15.8K +$15.8K +215 New
TCM
319
TD Capital Management
Tennessee
$15.5K +$73 +1 +0.5%
CTWM
320
Cherry Tree Wealth Management
Minnesota
$15.3K – – –
PB
321
Pinnacle Bancorp
Nebraska
$15.2K -$107K -1,456 -88%
TFGT
322
TS Financial Group (TSFG)
Illinois
$15K – – –
GJIA
323
Glass Jacobson Investment Advisors
Maryland
$14.8K – – –
AA
324
Ancora Advisors
Ohio
$14.7K -$7.34K -100 -33%
AAP
325
Arax Advisory Partners
Colorado
$12.1K +$3.97K +54 +49%
11 12
13
14 15