MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Copia Wealth Management
Oregon
$24.9K +$24.9K +310 New
SS
327
Sunbelt Securities
Texas
$24.8K – – –
AssetMark Inc
328
AssetMark Inc
California
$24.8K +$22.7K +283 +1,088%
FRA
329
Front Row Advisors
California
$24.1K – – –
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$24K – – –
CSWM
331
Cassady Schiller Wealth Management
Ohio
$22.1K +$22.1K +276 New
KFI
332
Key Financial Inc
Pennsylvania
$22K – – –
BA
333
Bristlecone Advisors
Washington
$21.3K – – –
CAL
334
Capital Analysts LLC
Pennsylvania
$21K -$35.9K -448 -63%
FCT
335
Family Capital Trust
Massachusetts
$20.1K – – –
OHWP
336
Oak Harbor Wealth Partners
North Carolina
$18.7K – – –
GWSG
337
GPS Wealth Strategies Group
Colorado
$18.6K +$80 +1 +0.4%
MCM
338
Manchester Capital Management
Vermont
$18.3K – – –
BL
339
BFSG LLC
California
$17.9K – – –
DRP
340
Decker Retirement Planning
Utah
$17.5K +$17.5K +218 New
TCM
341
TD Capital Management
Tennessee
$17.2K +$80 +1 +0.5%
FFWM
342
Future Financial Wealth Management
Ohio
$16.8K – – –
CTWM
343
Cherry Tree Wealth Management
Minnesota
$16.8K – – –
AA
344
Ancora Advisors
Ohio
$16K – – –
BCMLT
345
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.4K +$80 +1 +0.5%
PCMC
346
Private Capital Management (Colorado)
Colorado
$14.4K – – –
CT
347
Clearstead Trust
Maine
$14.2K – – –
SC
348
Stephens Consulting
Michigan
$12.1K +$80 +1 +0.7%
TVWM
349
Tower View Wealth Management
Wisconsin
$12.1K +$80 +1 +0.7%
PP
350
PrairieView Partners
Minnesota
$12K +$12K +155 New
12 13
14
15 16