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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$15.8M -$220K -3,013 -1%
RA
27
Rodgers & Associates
Pennsylvania
$15.5M +$200K +2,746 +1%
CIM
28
Confluence Investment Management
Missouri
$15.5M -$8.29M -113,678 -35%
AWM
29
Avior Wealth Management
Nebraska
$14.4M +$2.44M +33,461 +20%
KW
30
KWB Wealth
California
$14M -$332K -4,369 -2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$13.5M +$8.36M +114,596 +162%
JFA
32
JNBA Financial Advisors
Minnesota
$13.3M -$5.36M -73,518 -29%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$13.2M +$1.94M +26,547 +17%
SFM
34
Signet Financial Management
New Jersey
$12.9M -$742K -10,173 -5%
CCMG
35
Clark Capital Management Group
Pennsylvania
$12.6M +$844K +11,565 +7%
EH
36
Equitable Holdings
New York
$12.6M -$279K -3,829 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$12.1M +$2.52M +34,543 +26%
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$11.9M -$4.98M -68,225 -29%
MSRI
39
Michael S. Ryan Inc
New York
$11M -$1.85M -25,313 -14%
FCA
40
FinTrust Capital Advisors
South Carolina
$10.8M -$249K -3,415 -2%
PWMG
41
Private Wealth Management Group
New Jersey
$10.5M -$77.2K -1,059 -0.7%
AA
42
Alesco Advisors
New York
$9.26M -$575K -7,879 -6%
BWG
43
Balanced Wealth Group
Ohio
$9.24M +$503K +13,486 +6%
FIA
44
Foundations Investment Advisors
Arizona
$8.05M +$3.37M +46,150 +72%
TWP
45
Total Wealth Planning
Ohio
$7.78M -$196K -2,516 -2%
Mariner
46
Mariner
Kansas
$7.75M +$27.3K +374 +0.4%
Osaic Holdings
47
Osaic Holdings
Arizona
$7.75M +$111K +1,526 +1%
WWA
48
WCG Wealth Advisors
Nevada
$7.75M +$360K +4,936 +5%
TC
49
TownSquare Capital
Utah
$7.73M -$50.9M -697,818 -87%
Ameriprise
50
Ameriprise
Minnesota
$7.28M +$760K +10,415 +12%
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