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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 %
HF
351
Halpern Financial
Virginia
$31 – – –
FIA
352
Foundations Investment Advisors
Arizona
– -$8.05M -110,333 Closed
Susquehanna International Group
353
Susquehanna International Group
Pennsylvania
– -$3.85M -52,738 Closed
BA
354
Bellwether Advisors
Nebraska
– -$2.84M -38,924 Closed
DSN
355
D. Scott Neal
Kentucky
– -$1.33M -18,211 Closed
OFS
356
OneAscent Financial Services
Alabama
– -$451K -6,178 Closed
TI
357
Trexquant Investment
Connecticut
– -$342K -4,694 Closed
PCA
358
Prosperity Capital Advisors
Ohio
– -$233K -3,194 Closed
HCC
359
Hirtle Callaghan & Co
Pennsylvania
– -$208K -2,854 Closed
DWM
360
Diversify Wealth Management
Utah
– -$206K -2,840 Closed
GWS
361
Glassman Wealth Services
Virginia
– -$190K -2,606 Closed
IAIM
362
International Assets Investment Management
Florida
– -$180K -2,472 Closed
CFB
363
Cullen/Frost Bankers
Texas
– -$80.1K -1,098 Closed
GI
364
Gradient Investments
Minnesota
– -$76.4K -1,047 Closed
EWM
365
Evermay Wealth Management
Virginia
– -$28.1K -385 Closed
AA
366
AlphaMark Advisors
Kentucky
– -$17K -230 Closed
Bessemer Group
367
Bessemer Group
New Jersey
– -$13K -175 Closed
PIS
368
POM Investment Strategies
North Carolina
– -$12.4K -170 Closed
ATPW
369
Ashton Thomas Private Wealth
Arizona
– -$6.27K -86 Closed
SA
370
Scarborough Advisors
Maryland
– -$5.5K -75 Closed
FLPIM
371
F.L. Putnam Investment Management
Massachusetts
– -$3.65K -50 Closed
WIA
372
Wetzel Investment Advisors
Indiana
– -$3.34K -44 Closed
SIS
373
Sound Income Strategies
Florida
– -$3.06K -42 Closed
TWP
374
Triad Wealth Partners
Kansas
– -$1.31K -18 Closed
KFS
375
Kelly Financial Services
Massachusetts
– -$3 – –
11 12 13 14
15