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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Continuum Advisory
Idaho
$1.05K -$241K -3,217 -100%
FMP
352
Financial Management Professionals
Texas
$1K – – –
HDIM
353
Hanson & Doremus Investment Management
Vermont
$1K +$1K +19 New
SIS
354
Sound Income Strategies
Florida
$836 -$304 -4 -27%
TF
355
Tompkins Financial
New York
$456 – – –
BNP Paribas Financial Markets
356
BNP Paribas Financial Markets
France
$228 +$228 +3 New
PWM
357
Provident Wealth Management
Tennessee
$76 – – –
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
– -$5.57M -75,899 Closed
KOC
359
Koss-Olinger Consulting
Florida
– -$5.12M -69,727 Closed
Charles Schwab
360
Charles Schwab
California
– -$3.73M -50,877 Closed
SWM
361
SigFig Wealth Management
California
– -$3.19M -43,457 Closed
CRI
362
Colonial River Investments
Virginia
– -$906K -12,346 Closed
NCFG
363
New Century Financial Group
New Jersey
– -$472K -6,434 Closed
MWM
364
Meridian Wealth Management
Kentucky
– -$430K -5,856 Closed
AFG
365
Atomi Financial Group
New York
– -$363K -4,947 Closed
CCM
366
Crabel Capital Management
California
– -$305K -4,154 Closed
MIS
367
Morningstar Investment Services
Illinois
– -$300K -4,047 Closed
SWM
368
Spire Wealth Management
Virginia
– -$243K -3,404 Closed
VCM
369
Virtue Capital Management
Tennessee
– -$244K -3,394 Closed
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
– -$248K -3,345 Closed
FFN
371
Focus Financial Network
Minnesota
– -$241K -3,285 Closed
RWM
372
Rockwood Wealth Management
Pennsylvania
– -$231K -3,147 Closed
1WM
373
1900 Wealth Management
Texas
– -$205K -2,798 Closed
RAG
374
RIA Advisory Group
Iowa
– -$305K -2,665 Closed
CF
375
Centaurus Financial
California
– -$134K -1,821 Closed
12 13 14
15
16