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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 %
FTUS
351
Flow Traders U.S.
New York
– -$1.73M -26,616 Closed
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
– -$1.54M -23,725 Closed
IMC Chicago
353
IMC Chicago
Illinois
– -$871K -13,436 Closed
TRCT
354
Tower Research Capital (TRC)
New York
– -$702K -10,816 Closed
KAS
355
KPP Advisory Services
Kentucky
– -$490K -7,557 Closed
SFC
356
Strategic Financial Concepts
Texas
– -$369K -5,691 Closed
WC
357
Waterloo Capital
Texas
– -$366K -5,636 Closed
MFWP
358
Mosaic Family Wealth Partners
Missouri
– -$303K -4,673 Closed
NAM
359
NorthCrest Asset Manangement
Minnesota
– -$232K -3,576 Closed
WCM
360
Wealthcare Capital Management
Virginia
– -$219K -3,379 Closed
M&T Bank
361
M&T Bank
New York
– -$210K -3,235 Closed
GKWIM
362
Gerber Kawasaki Wealth & Investment Management
California
– -$203K -3,123 Closed
S
363
SignatureFD
Georgia
– -$14.6K -225 Closed
IPW
364
Impact Partnership Wealth
Georgia
– -$13.8K -212 Closed
RIA
365
Realta Investment Advisors
Delaware
– -$14.3K -208 Closed
ATC
366
Adirondack Trust Company
New York
– -$13K -200 Closed
GEA
367
Glen Eagle Advisors
New Jersey
– -$7.2K -111 Closed
TAM
368
Tucker Asset Management
Colorado
– -$2.98K -46 Closed
BNP Paribas Financial Markets
369
BNP Paribas Financial Markets
France
– -$2.53K -39 Closed
RWPA
370
Richard W. Paul & Associates
Michigan
– -$1.04K -16 Closed
11 12 13 14
15