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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$14.7M -$933K -14,391 -6%
RIM
27
Rockbridge Investment Management
New York
$12.9M +$146K +2,255 +1%
EFL
28
ERn Financial LLC
Wisconsin
$12.5M -$236K -3,637 -2%
SFM
29
Signet Financial Management
New Jersey
$12.4M -$111K -1,713 -0.9%
RA
30
Rodgers & Associates
Pennsylvania
$12.3M -$584 -9 -0%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$12M +$3.35M +51,649 +39%
RJA
32
Raymond James & Associates
Florida
$10.8M +$6.13M +94,582 +131%
WWA
33
WCG Wealth Advisors
Nevada
$10.6M +$694K +10,556 +7%
MSRI
34
Michael S. Ryan Inc
New York
$9.97M +$76.3K +1,249 +0.8%
FCA
35
FinTrust Capital Advisors
South Carolina
$9.91M +$881K +13,584 +10%
KW
36
KWB Wealth
California
$9.37M -$105K -1,530 -1%
AWM
37
Avior Wealth Management
Nebraska
$9.15M +$32.6K +502 +0.4%
RG
38
Retirement Group
California
$9.14M +$210K +3,232 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$9.08M +$241K +3,711 +3%
IWM
40
IHT Wealth Management
Illinois
$8.63M +$7.63M +117,659 +764%
AWM
41
AE Wealth Management
Kansas
$8.57M +$2.53M +38,935 +42%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.89M +$2.87M +44,178 +57%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$7.88M +$349K +5,387 +5%
AFG
44
ABLE Financial Group
Arizona
$7.58M +$753K +11,608 +11%
PAG
45
Private Advisor Group
New Jersey
$7.25M -$2.59M -39,945 -26%
Mariner
46
Mariner
Kansas
$7.16M -$534K -8,228 -7%
TWP
47
Total Wealth Planning
Ohio
$7.12M -$118K -1,826 -2%
DI
48
Diligent Investors
California
$6.34M -$750K -11,559 -11%
FIM
49
Freedom Investment Management
Connecticut
$6.19M -$498K -7,679 -7%
EH
50
Equitable Holdings
New York
$5.87M -$404K -6,225 -6%
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