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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
326
Ridgewood Investments
New Jersey
$12.7K – – –
SC
327
Stephens Consulting
Michigan
$11.9K +$79 +1 +0.7%
TVWM
328
Tower View Wealth Management
Wisconsin
$11.9K +$79 +1 +0.7%
FIM
329
FWL Investment Management
Texas
$10.6K +$10.6K +134 New
TIM
330
Thompson Investment Management
Wisconsin
$9.93K – – –
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
CA
332
Crewe Advisors
Utah
$8.98K -$4.05K -51 -31%
AAP
333
Arax Advisory Partners
Colorado
$8.96K +$79 +1 +0.9%
APC
334
Aspire Private Capital
North Carolina
$7.71K – – –
EWA
335
EverSource Wealth Advisors
Alabama
$6.6K – – –
BlackRock
336
BlackRock
New York
$5.8K +$5.8K +73 New
VNA
337
Valley National Advisers
Pennsylvania
$5K – – –
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37K +$4.37K +55 New
MRCM
339
M&R Capital Management
New Jersey
$3.37K – – –
LIS
340
Legacy Investment Solutions
Idaho
$3.36K +$3.36K +40 New
LWMI
341
Legacy Wealth Management (Idaho)
Idaho
$3.36K +$3.36K +40 New
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$2.54K +$2.54K +32 New
Russell Investments Group
343
Russell Investments Group
United Kingdom
$2.46K – – –
AssetMark Inc
344
AssetMark Inc
California
$2.07K – – –
CMA
345
Cedar Mountain Advisors
Oregon
$2.07K – – –
AIC
346
Archer Investment Corporation
Indiana
$1.83K – – –
WSFS
347
Wilmington Savings Fund Society
Delaware
$1.67K +$1.67K +21 New
TF
348
Tompkins Financial
New York
$397 -$79 -1 -17%
BNP Paribas Financial Markets
349
BNP Paribas Financial Markets
France
$238 +$238 +3 New
PWM
350
Provident Wealth Management
Tennessee
$79 – – –
11 12 13
14
15