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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$5.83M +$3.99M +61,524 +217%
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$5.32M -$164K -2,531 -3%
SFG
53
Sage Financial Group
Pennsylvania
$5.27M +$96.2K +1,483 +2%
WP
54
WealthShield Partners
North Carolina
$5.06M -$99.8K -1,539 -2%
Bank of America
55
Bank of America
North Carolina
$4.93M +$259K +4,000 +6%
MAM
56
Marotta Asset Management
Virginia
$4.9M -$10.7K -165 -0.2%
PWMG
57
Prestige Wealth Management Group
New Jersey
$4.81M -$119K -1,830 -2%
PFO
58
Pathstone Family Office
New Jersey
$4.75M +$4.75M +73,280 New
RFA
59
RTD Financial Advisors
Pennsylvania
$4.68M -$106K -1,637 -2%
KOC
60
Koss-Olinger Consulting
Florida
$4.64M -$118K -1,822 -2%
CWM
61
Capital Wealth Management
Rhode Island
$4.37M +$183K +2,822 +4%
Ameriprise
62
Ameriprise
Minnesota
$4.26M -$944K -14,557 -18%
UBS Group
63
UBS Group
Switzerland
$4.08M -$559K -8,616 -12%
WFPG
64
Waller Financial Planning Group
Ohio
$4.06M -$53.1K -819 -1%
PFS
65
Prospera Financial Services
Texas
$4.03M +$4.03M +62,123 New
IWP
66
IAG Wealth Partners
Wisconsin
$4.01M -$295K -4,551 -7%
GIA
67
Gladstone Institutional Advisory
Florida
$3.99M -$112K -1,727 -3%
SEIA
68
Signature Estate & Investment Advisors
California
$3.91M +$149K +2,299 +4%
Charles Schwab
69
Charles Schwab
California
$3.9M +$3.9M +60,138 New
CWM
70
Cordatus Wealth Management
Pennsylvania
$3.77M +$3.77M +58,163 New
BEI
71
Benjamin Edwards Inc
Missouri
$3.46M -$284K -4,371 -8%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.42M -$602K -9,289 -15%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.39M -$66.6K -1,027 -2%
AFS
74
Annapolis Financial Services
Maryland
$3.37M +$3.7K +57 +0.1%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$3.34M -$83.9K -1,294 -2%
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