State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
302 hedge funds and large institutions have $1.67B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.
9% more capital invested
Capital invested by funds: $1.53B → $1.67B (+$135M)
1% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 111
0.02% more ownership
Funds ownership: 74.9% → 74.93% (+0.02%)
2% less funds holding
Funds holding: 309 → 302 (-7)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$79.3M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$6.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.65M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$4.61M |
| 5 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.6M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
-$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.24M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.31M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$4.59M |
MDYV Hedge Fund Activity: Q2 2023 in Review
302 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2023, worth a combined $1.67B — up 8.8% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of MDYV and 23 opened new positions — a net loss of 3 holders — while 111 trimmed existing stakes and 112 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $79.3M. The largest seller was LPL Financial, cutting an estimated $12.6M.
- 302 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2023, down from 309 in Q1 2023.
- Funds reported $1.67B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2023, up 8.8% quarter-over-quarter.
- 23 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2023 and 26 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $79.3M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2023 was LPL Financial, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2023.