MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

350 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, 134 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+12
Holders Change %
+3.55%
% of All Funds
5.06%
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
134
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
+$35.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$35.8M
3
EH
Equitable Holdings
New York
+$9.47M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.06M
5
AWM
AE Wealth Management
Kansas
+$5.52M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$36.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.3M
3
BWG
Balanced Wealth Group
Ohio
-$8.92M
4
FIA
Foundations Investment Advisors
Arizona
-$8.05M
5
RIM
Rockbridge Investment Management
New York
-$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
376
Kelly Financial Services
Massachusetts
– -$3 – –
12 13 14 15
16