MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
Ballast Advisors
Minnesota
$47.5K +$7.14K +94 +18%
JGIA
302
Jackson Grant Investment Advisers
Connecticut
$46.5K +$152 +2 +0.3%
EK
303
Evensky & Katz
Florida
$46K – – –
PCMC
304
Private Capital Management (Colorado)
Colorado
$42.9K +$42.9K +564 New
CIAS
305
Capital Investment Advisory Services
North Carolina
$42.7K – – –
JWA
306
JFS Wealth Advisors
Pennsylvania
$35.5K +$152 +2 +0.4%
EWM
307
Evermay Wealth Management
Virginia
$35.2K +$35.2K +463 New
PGAM
308
Princeton Global Asset Management
New Jersey
$33.8K +$76 +1 +0.2%
PA
309
PSI Advisors
Florida
$32.7K +$76 +1 +0.2%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$31.1K +$31.1K +413 New
GA
311
GoalVest Advisory
New York
$28K +$28K +369 New
CJ
312
Caitlin John
Michigan
$25.1K – – –
SS
313
Sunbelt Securities
Texas
$23.6K – – –
WT
314
Washington Trust
Rhode Island
$23.2K +$23.2K +305 New
FRA
315
Front Row Advisors
California
$22.8K – – –
NS
316
NBC Securities
Alabama
$21K – – –
KFI
317
Key Financial Inc
Pennsylvania
$20.8K – – –
FCT
318
Family Capital Trust
Massachusetts
$19.1K – – –
OHWP
319
Oak Harbor Wealth Partners
North Carolina
$17.7K – – –
MCM
320
Manchester Capital Management
Vermont
$17.3K – – –
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$17.2K – – –
TAM
322
Tucker Asset Management
Colorado
$16.8K +$16.8K +221 New
TCM
323
TD Capital Management
Tennessee
$16.1K +$76 +1 +0.5%
FFWM
324
Future Financial Wealth Management
Ohio
$16K +$16K +210 New
CTWM
325
Cherry Tree Wealth Management
Minnesota
$15.9K – – –
11 12
13
14 15