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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
326
HHM Wealth Advisors
Tennessee
– -$388 -6 Closed
KA
327
Kozak & Associates
Colorado
– -$51 -1 Closed
10 11 12 13
14