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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$5.25M -$854K -12,918 -14%
WP
52
WealthShield Partners
North Carolina
$5.19M -$39.6K -599 -0.8%
PIA
53
Perennial Investment Advisors
California
$5.18M +$5.18M +78,345 New
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$5.16M +$820K +12,409 +19%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$5.11M -$1.08M -16,338 -17%
PWMG
56
Prestige Wealth Management Group
New Jersey
$5.07M -$92.6K -1,401 -2%
RFA
57
RTD Financial Advisors
Pennsylvania
$4.94M -$15.2K -230 -0.3%
KOC
58
Koss-Olinger Consulting
Florida
$4.93M -$153K -2,309 -3%
V
59
Veritable
Delaware
$4.67M -$278K -4,200 -6%
Goldman Sachs
60
Goldman Sachs
New York
$4.64M +$1.49M +22,538 +47%
AWM
61
AE Wealth Management
Kansas
$4.52M -$7.98M -120,785 -64%
GIA
62
Gladstone Institutional Advisory
Florida
$4.23M -$1.57M -23,817 -27%
WFPG
63
Waller Financial Planning Group
Ohio
$4.05M -$1.35M -20,483 -25%
AWA
64
ARQ Wealth Advisors
Arizona
$4M -$19.5K -295 -0.5%
CWM
65
Capital Wealth Management
Rhode Island
$3.97M +$2.04M +30,844 +106%
SEIA
66
Signature Estate & Investment Advisors
California
$3.88M -$361K -5,468 -9%
IWP
67
IAG Wealth Partners
Wisconsin
$3.83M -$31K -469 -0.8%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$3.65M -$459K -6,952 -11%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$3.65M -$183K -2,775 -5%
FFA
70
Farther Finance Advisors
California
$3.64M -$88.8K -1,344 -2%
BEI
71
Benjamin Edwards Inc
Missouri
$3.56M -$294K -4,447 -8%
VWA
72
Visionary Wealth Advisors
Illinois
$3.48M +$647K +9,797 +23%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.44M -$4.68M -70,883 -58%
AFS
74
Annapolis Financial Services
Maryland
$3.43M -$35.5K -537 -1%
Ameriprise
75
Ameriprise
Minnesota
$3.32M +$209K +3,160 +7%
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