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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$16.1M +$209K +3,224 +1%
GIA
27
GHP Investment Advisors
Colorado
$15.6M +$100K +1,552 +0.6%
CF
28
Convergence Financial
Missouri
$14.4M +$777K +12,004 +6%
EWA
29
EP Wealth Advisors
California
$13.7M +$1.24M +19,216 +10%
EFL
30
ERn Financial LLC
Wisconsin
$12.4M +$117K +1,805 +1%
AWM
31
AE Wealth Management
Kansas
$12.2M +$5.61M +86,661 +84%
SFM
32
Signet Financial Management
New Jersey
$12.1M -$759K -11,721 -6%
RIM
33
Rockbridge Investment Management
New York
$11.8M -$236K -3,653 -2%
RA
34
Rodgers & Associates
Pennsylvania
$11.4M +$249K +3,845 +2%
MWM
35
Merriman Wealth Management
Washington
$10.9M +$10.9M +168,787 New
TAIM
36
TD Ameritrade Investment Management
Nebraska
$10.9M -$1.97M -30,451 -15%
TCM
37
Tradewinds Capital Management
Washington
$10.2M -$5.66M -87,515 -36%
WWA
38
WCG Wealth Advisors
Nevada
$10.1M +$902K +13,938 +10%
FCA
39
FinTrust Capital Advisors
South Carolina
$9M +$131K +2,020 +1%
RG
40
Retirement Group
California
$8.73M +$1.71M +26,344 +24%
FIM
41
Freedom Investment Management
Connecticut
$8.52M -$136K -2,105 -2%
AWM
42
Avior Wealth Management
Nebraska
$8.43M +$346K +5,343 +4%
OIS
43
Okabena Investment Services
Minnesota
$7.97M +$7.97M +20,842 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$7.96M +$6.65M +102,799 +509%
Truist Financial
45
Truist Financial
North Carolina
$7.61M +$6.39M +98,733 +526%
Mariner
46
Mariner
Kansas
$7.54M +$1.93M +29,744 +34%
RJA
47
Raymond James & Associates
Florida
$7.48M +$1.17M +18,128 +19%
TWP
48
Total Wealth Planning
Ohio
$7.32M +$837K +12,930 +13%
DI
49
Diligent Investors
California
$7.21M -$2.91K -45 -0%
Bank of America
50
Bank of America
North Carolina
$6.89M +$2.81M +43,435 +69%
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