MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
26
Clark Capital Management Group
Pennsylvania
$16.4M +$902K +13,116 +6%
RIM
27
Rockbridge Investment Management
New York
$13.6M +$567K +8,243 +4%
EFL
28
ERn Financial LLC
Wisconsin
$13.5M +$463K +6,731 +4%
SFM
29
Signet Financial Management
New Jersey
$13.2M +$119K +1,729 +0.9%
RA
30
Rodgers & Associates
Pennsylvania
$13M +$395K +5,741 +3%
MSRI
31
Michael S. Ryan Inc
New York
$11.2M +$11.2M +162,005 New
PAG
32
Private Advisor Group
New Jersey
$10.5M +$67.3K +974 +0.6%
WWA
33
WCG Wealth Advisors
Nevada
$10.3M -$921K -13,393 -8%
AWM
34
Avior Wealth Management
Nebraska
$9.66M +$406K +5,897 +4%
KW
35
KWB Wealth
California
$9.48M -$11.1M -161,282 -54%
RG
36
Retirement Group
California
$9.47M -$15.1K -219 -0.2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.38M +$2.43M +35,267 +35%
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$9.22M +$6.77M +98,411 +276%
FCA
39
FinTrust Capital Advisors
South Carolina
$9M – – –
Mariner
40
Mariner
Kansas
$8.15M -$423K -6,156 -5%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$7.99M +$431K +6,274 +6%
TWP
42
Total Wealth Planning
Ohio
$7.68M +$134K +1,955 +2%
DI
43
Diligent Investors
California
$7.52M -$80K -1,163 -1%
AFG
44
ABLE Financial Group
Arizona
$7.24M +$1.68M +24,467 +30%
FIM
45
Freedom Investment Management
Connecticut
$7.09M -$1.51M -21,910 -18%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$6.72M -$4.31M -62,630 -39%
EH
47
Equitable Holdings
New York
$6.65M +$90.9K +1,322 +1%
AWM
48
AE Wealth Management
Kansas
$6.41M +$1.7M +24,740 +36%
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$6.12M +$6.12M +88,907 New
GSIAS
50
Garden State Investment Advisory Services
New Jersey
$5.81M +$439K +6,387 +8%
1
2
3 4 5