MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$18.7M +$2.04M +27,825 +12%
ML
27
McAdam LLC
Pennsylvania
$18M -$250K -3,407 -1%
CF
28
Convergence Financial
Missouri
$17.8M -$337K -4,590 -2%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$16.7M +$3.07M +41,847 +23%
EFL
30
ERn Financial LLC
Wisconsin
$15.5M +$1.84M +26,029 +13%
AA
31
Alesco Advisors
New York
$15.2M -$31.6M -430,111 -68%
RIM
32
Rockbridge Investment Management
New York
$14.9M +$301K +4,107 +2%
RA
33
Rodgers & Associates
Pennsylvania
$14.9M +$1.01M +13,813 +7%
KW
34
KWB Wealth
California
$14.3M +$4.32M +58,851 +43%
SFM
35
Signet Financial Management
New Jersey
$13.9M -$82.5K -1,124 -0.6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$13.7M +$10.1M +138,197 +283%
PS
37
Principal Securities
Iowa
$13M +$13M +177,423 New
MSRI
38
Michael S. Ryan Inc
New York
$12.3M +$278K +3,788 +2%
KAS
39
Kestra Advisory Services
Texas
$11.4M +$10.5M +143,259 +1,246%
FCA
40
FinTrust Capital Advisors
South Carolina
$11.3M +$139K +1,896 +1%
AWM
41
Avior Wealth Management
Nebraska
$11.3M +$906K +12,351 +9%
WWA
42
WCG Wealth Advisors
Nevada
$10.9M -$869K -11,839 -7%
PWMG
43
Private Wealth Management Group
New Jersey
$10.3M +$10.3M +140,355 New
RG
44
Retirement Group
California
$10.3M -$50.2K -684 -0.5%
CAN
45
Cetera Advisor Networks
California
$9.95M +$3.36M +45,778 +51%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.66M +$5.83M +79,425 +152%
IWM
47
IHT Wealth Management
Illinois
$9.49M -$279K -3,799 -3%
AFG
48
ABLE Financial Group
Arizona
$9.21M +$642K +8,754 +7%
EH
49
Equitable Holdings
New York
$9.05M +$2.41M +32,862 +36%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.86M -$63.3K -862 -0.7%
1
2
3 4 5