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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
301
AlphaMark Advisors
Kentucky
$17K +$17K +230 New
OHWP
302
Oak Harbor Wealth Partners
North Carolina
$17K – – –
GWSG
303
GPS Wealth Strategies Group
Colorado
$16.7K +$16.7K +229 New
MCM
304
Manchester Capital Management
Vermont
$16.6K – – –
BL
305
BFSG LLC
California
$16.3K +$16.3K +223 New
TCM
306
TD Capital Management
Tennessee
$15.5K +$73 +1 +0.5%
CTWM
307
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
AA
308
Ancora Advisors
Ohio
$14.6K – – –
BCMLT
309
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K – – –
PCMC
310
Private Capital Management (Colorado)
Colorado
$13.1K -$28K -384 -68%
Bessemer Group
311
Bessemer Group
New Jersey
$13K +$13K +175 New
CT
312
Clearstead Trust
Maine
$12.9K – – –
PIS
313
POM Investment Strategies
North Carolina
$12.4K +$12.4K +170 New
CA
314
Crewe Advisors
Utah
$12K -$2.77K -38 -19%
SFC
315
Strategic Financial Concepts
Texas
$11.8K +$11.7K +463,707 +7,775%
RI
316
Ridgewood Investments
New Jersey
$11.7K +$11.7K +160 New
SC
317
Stephens Consulting
Michigan
$10.9K – – –
TVWM
318
Tower View Wealth Management
Wisconsin
$10.9K +$73 +1 +0.7%
TIM
319
Thompson Investment Management
Wisconsin
$9.12K – – –
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
AAP
321
Arax Advisory Partners
Colorado
$8.19K – – –
APC
322
Aspire Private Capital
North Carolina
$7.08K – – –
EWA
323
EverSource Wealth Advisors
Alabama
$6.51K – – –
ATPW
324
Ashton Thomas Private Wealth
Arizona
$6.27K +$6.27K +86 New
SA
325
Scarborough Advisors
Maryland
$5.5K -$157K -2,144 -97%
11 12
13
14 15