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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
326
Gradient Investments
Minnesota
$11.2K – – –
TVWM
327
Tower View Wealth Management
Wisconsin
$11K +$74 +1 +0.7%
SC
328
Stephens Consulting
Michigan
$10.9K +$73 +1 +0.7%
TIM
329
Thompson Investment Management
Wisconsin
$9.18K -$609K -8,294 -99%
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
BWM
331
Baystate Wealth Management
Massachusetts
$7.76K – – –
ITIM
332
Indiana Trust & Investment Management
Indiana
$6.38K – – –
EWA
333
EverSource Wealth Advisors
Alabama
$6.09K +$6.09K +83 New
RDIA
334
RE Dickinson Investment Advisors
Iowa
$6K – – –
WIA
335
Wetzel Investment Advisors
Indiana
$5K +$5K +66 New
RCM
336
Raleigh Capital Management
North Carolina
$4.77K +$4.77K +65 New
HR
337
Howe & Rusling
New York
$3.74K +$3.74K +51 New
MRCM
338
M&R Capital Management
New Jersey
$3.1K – – –
CMA
339
Cedar Mountain Advisors
Oregon
$1.91K – – –
MPCG
340
Matrix Private Capital Group
New York
$1.84K – – –
AIC
341
Archer Investment Corporation
Indiana
$1.69K – – –
FGAM
342
Financial Gravity Asset Management
Texas
$1.68K +$841 +13 +100%
SIS
343
Sound Income Strategies
Florida
$1.1K +$1.1K +15 New
FMP
344
Financial Management Professionals
Texas
$1K – – –
Citigroup
345
Citigroup
New York
$881 +$73 +1 +9%
TF
346
Tompkins Financial
New York
$440 -$147 -2 -25%
PWM
347
Provident Wealth Management
Tennessee
$73 – – –
PFS
348
Prospera Financial Services
Texas
– -$4.03M -62,123 Closed
CWM
349
Cordatus Wealth Management
Pennsylvania
– -$3.77M -58,163 Closed
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
– -$3.1M -47,741 Closed
11 12 13
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