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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
301
NBT Bank
New York
$31.6K +$31.6K +398 New
EK
302
Evensky & Katz
Florida
$31K -$17.6K -220 -36%
CJ
303
Caitlin John
Michigan
$27.7K – – –
Citigroup
304
Citigroup
New York
$27.3K +$26.1K +329 +2,193%
SS
305
Sunbelt Securities
Texas
$24.7K – – –
CA
306
Continuum Advisory
Idaho
$24.6K +$23.4K +281 +2,007%
BTI
307
Blue Trust Inc
Georgia
$24.3K +$24.3K +333 New
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$24.1K – – –
FRA
309
Front Row Advisors
California
$23.8K – – –
KFI
310
Key Financial Inc
Pennsylvania
$21.8K – – –
BA
311
Bristlecone Advisors
Washington
$21.1K +$21.1K +266 New
NS
312
NBC Securities
Alabama
$21K +$77 +1 +0.4%
FCT
313
Family Capital Trust
Massachusetts
$19.9K – – –
OHWP
314
Oak Harbor Wealth Partners
North Carolina
$18.5K – – –
GWSG
315
GPS Wealth Strategies Group
Colorado
$18.3K +$79 +1 +0.4%
MCM
316
Manchester Capital Management
Vermont
$18.1K – – –
BL
317
BFSG LLC
California
$17.7K – – –
TCM
318
TD Capital Management
Tennessee
$17K +$79 +1 +0.5%
FFWM
319
Future Financial Wealth Management
Ohio
$16.7K +$16.7K +210 New
CTWM
320
Cherry Tree Wealth Management
Minnesota
$16.6K – – –
AA
321
Ancora Advisors
Ohio
$15.9K – – –
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K – – –
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$14.9K +$14.9K +187 New
PCMC
324
Private Capital Management (Colorado)
Colorado
$14.3K – – –
CT
325
Clearstead Trust
Maine
$14.1K – – –
11 12
13
14 15