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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Tradewinds Capital Management
Washington
$16.8M +$16.6M +218,808 +10,210%
HighTower Advisors
27
HighTower Advisors
Illinois
$16.7M -$2.7M -35,563 -14%
EFL
28
ERn Financial LLC
Wisconsin
$16.7M +$24.9K +328 +0.1%
RIM
29
Rockbridge Investment Management
New York
$16.1M +$585K +7,696 +4%
RA
30
Rodgers & Associates
Pennsylvania
$15.9M +$491K +6,458 +3%
KW
31
KWB Wealth
California
$14.3M -$505K -6,639 -3%
SFM
32
Signet Financial Management
New Jersey
$14.2M -$237K -3,124 -2%
MSRI
33
Michael S. Ryan Inc
New York
$13.4M +$723K +9,512 +6%
EH
34
Equitable Holdings
New York
$13.4M +$4.01M +52,746 +43%
AWM
35
Avior Wealth Management
Nebraska
$12.5M +$809K +10,641 +7%
CCMG
36
Clark Capital Management Group
Pennsylvania
$12.3M -$94.5M -1,243,662 -89%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$11.7M +$1.7M +22,341 +17%
FCA
38
FinTrust Capital Advisors
South Carolina
$11.5M -$284K -3,732 -2%
PWMG
39
Private Wealth Management Group
New Jersey
$11M +$342K +4,497 +3%
RG
40
Retirement Group
California
$10.6M -$54.5K -717 -0.5%
AA
41
Alesco Advisors
New York
$10.3M -$5.46M -71,800 -35%
IWM
42
IHT Wealth Management
Illinois
$9.99M +$168K +2,210 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$9.98M +$831K +10,936 +9%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$9.36M +$192K +2,526 +2%
BWG
45
Balanced Wealth Group
Ohio
$8.55M +$7.02M +192,575 +460%
Mariner
46
Mariner
Kansas
$8.04M -$204K -2,680 -2%
Osaic Holdings
47
Osaic Holdings
Arizona
$7.96M -$66.9M -880,575 -89%
TWP
48
Total Wealth Planning
Ohio
$7.79M -$302K -3,973 -4%
WWA
49
WCG Wealth Advisors
Nevada
$7.7M -$3.62M -47,632 -32%
CAN
50
Cetera Advisor Networks
California
$7.46M -$2.85M -37,468 -28%
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