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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 %
FIM
351
FWL Investment Management
Texas
$10.7K – – –
TIM
352
Thompson Investment Management
Wisconsin
$10K – – –
AAP
353
Arax Advisory Partners
Colorado
$9.1K – – –
PA
354
Parallel Advisors
California
$8.66K +$8.66K +108 New
T
355
Transce3nd
Texas
$7.7K +$7.7K +96 New
EWA
356
EverSource Wealth Advisors
Alabama
$6.66K – – –
VNA
357
Valley National Advisers
Pennsylvania
$6K +$947 +12 +19%
CA
358
Crewe Advisors
Utah
$5.05K -$4.01K -50 -44%
LIS
359
Legacy Investment Solutions
Idaho
$3.28K – – –
LWMI
360
Legacy Wealth Management (Idaho)
Idaho
$3.28K – – –
Russell Investments Group
361
Russell Investments Group
United Kingdom
$2.49K – – –
CMA
362
Cedar Mountain Advisors
Oregon
$2.09K – – –
AG
363
AmeriFlex Group
Nevada
$2.08K +$2.08K +25 New
SAM
364
Smartleaf Asset Management
Massachusetts
$2.08K +$2.08K +26 New
AIC
365
Archer Investment Corporation
Indiana
$1.85K – – –
CAWM
366
Capital A Wealth Management
Pennsylvania
$1.76K +$1.76K +22 New
Citigroup
367
Citigroup
New York
$1.52K -$26.1K -325 -94%
WPA
368
West Paces Advisors
Georgia
$1.52K +$1.52K +19 New
CA
369
Continuum Advisory
Idaho
$1.12K -$22.5K -281 -95%
TF
370
Tompkins Financial
New York
$401 – – –
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$160 -$80 -1 -33%
PWM
372
Provident Wealth Management
Tennessee
$80 – – –
SIS
373
Sound Income Strategies
Florida
$80 +$80 +1 New
FHA
374
First Horizon Advisors
Tennessee
$33 – – –
Corient Private Wealth
375
Corient Private Wealth
Florida
– -$3.6M -45,350 Closed
12 13 14
15
16