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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Convergence Financial
Missouri
$15.2M +$505K +7,643 +3%
CCMG
27
Clark Capital Management Group
Pennsylvania
$14.8M -$99.3M -1,502,490 -87%
SFM
28
Signet Financial Management
New Jersey
$12.6M +$207K +3,137 +2%
EFL
29
ERn Financial LLC
Wisconsin
$12.6M -$59.9K -906 -0.5%
RIM
30
Rockbridge Investment Management
New York
$12.5M +$438K +6,628 +4%
RA
31
Rodgers & Associates
Pennsylvania
$12.1M +$548K +8,296 +5%
WWA
32
WCG Wealth Advisors
Nevada
$10.8M +$529K +8,011 +5%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$10.6M -$554K -8,383 -5%
PAG
34
Private Advisor Group
New Jersey
$9.96M +$1.01M +15,230 +11%
RG
35
Retirement Group
California
$9.12M +$202K +3,063 +2%
FCA
36
FinTrust Capital Advisors
South Carolina
$9M – – –
AWM
37
Avior Wealth Management
Nebraska
$8.9M +$283K +4,289 +3%
FIM
38
Freedom Investment Management
Connecticut
$8.26M -$444K -6,718 -5%
Mariner
39
Mariner
Kansas
$8.24M +$548K +8,285 +7%
Bank of America
40
Bank of America
North Carolina
$7.59M +$559K +8,463 +8%
DI
41
Diligent Investors
California
$7.3M -$59.3K -898 -0.8%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$7.25M +$2.28M +34,530 +46%
TWP
43
Total Wealth Planning
Ohio
$7.25M -$232K -3,508 -3%
RJA
44
Raymond James & Associates
Florida
$6.98M -$664K -10,055 -9%
EH
45
Equitable Holdings
New York
$6.3M +$59.5K +900 +1%
Truist Financial
46
Truist Financial
North Carolina
$5.89M -$1.87M -28,322 -24%
KWM
47
Kingsview Wealth Management
Oregon
$5.65M -$407K -6,164 -7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.54M -$710K -10,751 -11%
SFG
49
Sage Financial Group
Pennsylvania
$5.35M +$141K +2,133 +3%
AFG
50
ABLE Financial Group
Arizona
$5.33M +$5.33M +80,731 New
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