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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
Bellwether Advisors
Nebraska
$94.9K +$94.9K +1,183 New
UB
302
UMB Bank
Missouri
$78.4K – – –
US Bancorp
303
US Bancorp
Minnesota
$76.6K – – –
EWM
304
EPG Wealth Management
Georgia
$67.6K +$401 +5 +0.6%
AF
305
Advisornet Financial
Minnesota
$65.6K -$1.2K -15 -2%
CWM
306
Centricity Wealth Management
Ohio
$59.4K +$59.4K +741 New
ST
307
Smithfield Trust
Pennsylvania
$56K – – –
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$52.1K +$37.1K +462 +247%
CA
309
CoreCap Advisors
Michigan
$51.6K – – –
CFD
310
Creative Financial Designs
Indiana
$50.9K – – –
JGIA
311
Jackson Grant Investment Advisers
Connecticut
$49.9K +$321 +4 +0.6%
PA
312
PSI Advisors
Florida
$47.1K +$160 +2 +0.3%
CIAS
313
Capital Investment Advisory Services
North Carolina
$45.5K +$401 +5 +0.9%
CBT
314
Crews Bank & Trust
Florida
$45.3K +$45.3K +565 New
T
315
Tidemark
California
$42.7K – – –
BA
316
Ballast Advisors
Minnesota
$42.6K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$38.1K +$161 +2 +0.4%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$36.4K +$3.14K +39 +9%
PGAM
319
Princeton Global Asset Management
New Jersey
$36.3K +$161 +2 +0.4%
MEG
320
Millstone Evans Group
Colorado
$36.3K +$36.3K +452 New
TAM
321
Tucker Asset Management
Colorado
$32.6K – – –
NB
322
NBT Bank
New York
$31.9K – – –
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$28.2K +$25.6K +319 +997%
CJ
324
Caitlin John
Michigan
$26.5K – – –
WTFG
325
Wood Tarver Financial Group
Idaho
$26K +$26K +332 New
11 12
13
14 15