MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

338 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 115 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-17
Holders Change %
-4.79%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
115
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
326
Scarborough Advisors
Maryland
$5.5K -$157K -2,144 -97%
VNA
327
Valley National Advisers
Pennsylvania
$4K +$4K +64 New
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$3.65K +$3.65K +50 New
WIA
329
Wetzel Investment Advisors
Indiana
$3.34K – – –
MRCM
330
M&R Capital Management
New Jersey
$3.09K – – –
SIS
331
Sound Income Strategies
Florida
$3.06K +$2.26K +31 +282%
Russell Investments Group
332
Russell Investments Group
United Kingdom
$2.26K +$2.26K +31 New
AssetMark Inc
333
AssetMark Inc
California
$1.9K -$312K -4,279 -99%
CMA
334
Cedar Mountain Advisors
Oregon
$1.9K – – –
AIC
335
Archer Investment Corporation
Indiana
$1.68K – – –
TWP
336
Triad Wealth Partners
Kansas
$1.31K +$1.31K +18 New
Citigroup
337
Citigroup
New York
$1.09K +$1.09K +15 New
CA
338
Continuum Advisory
Idaho
$1.02K – – –
TF
339
Tompkins Financial
New York
$438 – – –
PWM
340
Provident Wealth Management
Tennessee
$73 – – –
KFS
341
Kelly Financial Services
Massachusetts
$3 -$3.73K -49 Closed
IF
342
Intrua Financial
Texas
– -$3.86M -50,822 Closed
IMC Chicago
343
IMC Chicago
Illinois
– -$2.18M -28,622 Closed
TPSF
344
Texas Permanent School Fund
Texas
– -$1.26M -16,551 Closed
DAS
345
Diversify Advisory Services
Utah
– -$1.01M -13,430 Closed
NG
346
Norden Group
Utah
– -$788K -10,369 Closed
KFGK
347
Keystone Financial Group (Kentucky)
Kentucky
– -$758K -9,972 Closed
AWAU
348
Alliance Wealth Advisors (Utah)
Utah
– -$561K -7,378 Closed
FTUS
349
Flow Traders U.S.
New York
– -$526K -6,926 Closed
LNC
350
Lincoln National Corp
Pennsylvania
– -$508K -6,689 Closed
12 13
14
15 16