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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$17.1M -$120K -1,510 -0.7%
RA
27
Rodgers & Associates
Pennsylvania
$16.7M -$229K -2,883 -1%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$16.1M +$40.4K +509 +0.3%
AWM
29
Avior Wealth Management
Nebraska
$16M +$350K +4,402 +2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$15.8M +$1.41M +17,720 +10%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$14.7M -$66.8K -841 -0.5%
CCMG
32
Clark Capital Management Group
Pennsylvania
$14.3M +$582K +7,320 +4%
KW
33
KWB Wealth
California
$14.2M +$774K +10,617 +6%
ML
34
McAdam LLC
Pennsylvania
$14.2M -$4.65M -58,571 -25%
SFM
35
Signet Financial Management
New Jersey
$13.9M -$152K -1,916 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$13.6M +$437K +5,500 +3%
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$12.9M -$26K -327 -0.2%
FCA
38
FinTrust Capital Advisors
South Carolina
$12.5M +$759K +9,550 +6%
MSRI
39
Michael S. Ryan Inc
New York
$12.2M +$194K +2,438 +2%
PWMG
40
Private Wealth Management Group
New Jersey
$11.3M -$79.2K -997 -0.7%
JFA
41
JNBA Financial Advisors
Minnesota
$10.7M -$3.85M -48,501 -27%
BWG
42
Balanced Wealth Group
Ohio
$10.6M -$8.92M -113,153 -46%
Ameriprise
43
Ameriprise
Minnesota
$10.2M +$1.92M +23,113 +23%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$2.29M +28,841 +29%
RIM
45
Rockbridge Investment Management
New York
$10.1M -$7.12M -89,551 -41%
AA
46
Alesco Advisors
New York
$9.69M -$406K -5,105 -4%
Mariner
47
Mariner
Kansas
$8.8M +$355K +4,470 +4%
TC
48
TownSquare Capital
Utah
$8.7M +$274K +3,453 +3%
AAS
49
Avantax Advisory Services
Texas
$8.41M +$2.95M +37,095 +54%
Osaic Holdings
50
Osaic Holdings
Arizona
$8.28M -$162K -2,039 -2%
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