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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$20.2M +$2.57M +32,026 +15%
Goldman Sachs
27
Goldman Sachs
New York
$19.5M +$15.9M +198,348 +449%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$18.9M -$1.03M -12,894 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$18.8M +$379K +4,731 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$17.4M +$1.11M +13,891 +7%
EFL
31
ERn Financial LLC
Wisconsin
$17M -$251K -3,127 -1%
RA
32
Rodgers & Associates
Pennsylvania
$16.9M +$136K +1,695 +0.8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$16.6M +$743K +9,265 +5%
AWM
34
Avior Wealth Management
Nebraska
$16.1M -$71.1K -887 -0.4%
Raymond James Financial
35
Raymond James Financial
Florida
$15.8M +$15.8M +197,456 New
CCMG
36
Clark Capital Management Group
Pennsylvania
$15.2M +$798K +9,946 +6%
KW
37
KWB Wealth
California
$15.1M -$370K -4,659 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$14.7M +$992K +12,370 +7%
SFM
39
Signet Financial Management
New Jersey
$13.5M -$460K -5,739 -3%
ML
40
McAdam LLC
Pennsylvania
$13.3M -$1M -12,522 -7%
MSRI
41
Michael S. Ryan Inc
New York
$12.7M +$333K +4,157 +3%
BWG
42
Balanced Wealth Group
Ohio
$11.8M +$675K +8,153 +6%
CSP
43
Cary Street Partners
Virginia
$11.4M +$11.4M +142,735 New
FIA
44
Foundations Investment Advisors
Arizona
$11.3M +$11.3M +140,733 New
Ameriprise
45
Ameriprise
Minnesota
$11.1M +$1.25M +15,611 +13%
PWMG
46
Private Wealth Management Group
New Jersey
$10.7M -$727K -9,071 -6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$405K +5,044 +4%
JFA
48
JNBA Financial Advisors
Minnesota
$10.2M -$616K -7,687 -6%
AA
49
Alesco Advisors
New York
$9.67M -$106K -1,321 -1%
TC
50
TownSquare Capital
Utah
$9.56M +$776K +9,676 +9%
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