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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$6.64M +$5.85M +90,384 +736%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$6.53M +$228K +3,529 +4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$6.13M +$315K +4,866 +5%
EH
54
Equitable Holdings
New York
$6.11M +$464K +7,168 +8%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6.06M +$308K +4,763 +5%
UBS Group
56
UBS Group
Switzerland
$5.98M +$2.47M +38,168 +70%
KWM
57
Kingsview Wealth Management
Oregon
$5.94M +$6.67K +103 +0.1%
GIA
58
Gladstone Institutional Advisory
Florida
$5.69M +$1.43M +22,113 +34%
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$5.66M +$5.16M +79,756 +1,028%
CWA
60
Clarus Wealth Advisors
Arizona
$5.42M -$180K -2,657 -3%
FFG
61
Ford Financial Group
California
$5.32M +$35K +541 +0.7%
WFPG
62
Waller Financial Planning Group
Ohio
$5.29M -$53.8K -832 -1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$5.23M +$3.03M +46,794 +138%
WP
64
WealthShield Partners
North Carolina
$5.12M -$48.5K -750 -0.9%
MAM
65
Marotta Asset Management
Virginia
$5.11M -$181K -2,803 -3%
SFG
66
Sage Financial Group
Pennsylvania
$5.1M +$218K +3,362 +4%
PWMG
67
Prestige Wealth Management Group
New Jersey
$5.06M +$38.4K +593 +0.8%
KOC
68
Koss-Olinger Consulting
Florida
$4.98M -$100K -1,550 -2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$4.88M +$3.51M +54,241 +257%
RFA
70
RTD Financial Advisors
Pennsylvania
$4.85M -$28.3K -438 -0.6%
V
71
Veritable
Delaware
$4.85M -$76.4K -1,180 -2%
FTUS
72
Flow Traders U.S.
New York
$4.48M +$4.48M +69,179 New
CAN
73
Cetera Advisor Networks
California
$4.28M +$3.44M +53,081 +406%
GSIAS
74
Garden State Investment Advisory Services
New Jersey
$4.25M +$4.25M +65,701 New
SEIA
75
Signature Estate & Investment Advisors
California
$4.15M +$28.3K +438 +0.7%
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3
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