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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$5.81M -$76.1K -1,107 -1%
Ameriprise
52
Ameriprise
Minnesota
$5.53M +$2.07M +30,069 +60%
SFG
53
Sage Financial Group
Pennsylvania
$5.49M -$84.5K -1,228 -2%
WP
54
WealthShield Partners
North Carolina
$5.48M +$79.4K +1,154 +1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.33M -$439K -6,389 -8%
PWMG
56
Prestige Wealth Management Group
New Jersey
$5.23M -$54K -785 -1%
MAM
57
Marotta Asset Management
Virginia
$5.21M +$5.21M +75,708 New
RFA
58
RTD Financial Advisors
Pennsylvania
$5.07M -$65.5K -953 -1%
KOC
59
Koss-Olinger Consulting
Florida
$5.05M -$82.1K -1,194 -2%
V
60
Veritable
Delaware
$4.96M +$101K +1,465 +2%
Bank of America
61
Bank of America
North Carolina
$4.96M -$2.95M -42,825 -37%
RJA
62
Raymond James & Associates
Florida
$4.95M -$2.31M -33,576 -32%
UBS Group
63
UBS Group
Switzerland
$4.92M -$553K -8,040 -10%
IWP
64
IAG Wealth Partners
Wisconsin
$4.57M +$577K +8,383 +14%
Goldman Sachs
65
Goldman Sachs
New York
$4.49M -$334K -4,862 -7%
CWM
66
Capital Wealth Management
Rhode Island
$4.44M +$311K +4,520 +8%
WFPG
67
Waller Financial Planning Group
Ohio
$4.36M +$144K +2,100 +3%
GIA
68
Gladstone Institutional Advisory
Florida
$4.35M -$58.5K -851 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$4.26M -$1.05M -15,330 -20%
SEIA
70
Signature Estate & Investment Advisors
California
$3.99M -$44.2K -643 -1%
BEI
71
Benjamin Edwards Inc
Missouri
$3.97M +$258K +3,747 +7%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$3.73M -$75.6K -1,099 -2%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.66M +$78.5K +1,142 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$370K +5,373 +11%
AFS
75
Annapolis Financial Services
Maryland
$3.57M +$4.33K +63 +0.1%
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