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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 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, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
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
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
351
Denver PWM
Colorado
– -$394K -4,613 Closed
WIA
352
World Investment Advisors
California
– -$324K -4,268 Closed
TRCT
353
Tower Research Capital (TRC)
New York
– -$277K -3,641 Closed
BW
354
BIP Wealth
Georgia
– -$242K -3,182 Closed
BRWA
355
B. Riley Wealth Advisors
Florida
– -$201K -3,107 Closed
SG
356
StoneX Group
New York
– -$220K -2,898 Closed
DWT
357
Dorsey & Whitney Trust
South Dakota
– -$220K -2,890 Closed
MCA
358
MSH Capital Advisors
Arizona
– -$217K -2,861 Closed
EDRIA
359
Edmonds Duncan Registered Investment Advisors
Kansas
– -$206K -2,713 Closed
GA
360
Goldstein Advisors
Wisconsin
– -$206K -2,706 Closed
VW
361
Vance Wealth
California
– -$202K -2,653 Closed
FIM
362
Fernwood Investment Management
Massachusetts
– -$164K -2,161 Closed
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
– -$83.4K -1,098 Closed
FGAM
364
Financial Gravity Asset Management
Texas
– -$48.4K -636 Closed
GA
365
GoalVest Advisory
New York
– -$28K -369 Closed
WT
366
Washington Trust
Rhode Island
– -$23.2K -305 Closed
FFWM
367
Future Financial Wealth Management
Ohio
– -$16K -210 Closed
SMA
368
Sage Mountain Advisors
Georgia
– -$14.4K -190 Closed
FPFS
369
First Personal Financial Services
North Carolina
– -$11.2K -147 Closed
RDIA
370
RE Dickinson Investment Advisors
Iowa
– -$6K -82 Closed
MG
371
Mather Group
Illinois
– -$5.21K -71 Closed
WIC
372
Woodmont Investment Counsel
Tennessee
– -$5.32K -70 Closed
MAM
373
MMA Asset Management
Pennsylvania
– -$5.07K -67 Closed
BWP
374
Baldwin Wealth Partners
Massachusetts
– -$3.34K -44 Closed
HDIM
375
Hanson & Doremus Investment Management
Vermont
– -$1K -19 Closed
12 13 14
15
16