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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$8.83M -$1.44M -19,632 -14%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$7.97M -$956K -13,032 -11%
Mariner
53
Mariner
Kansas
$7.96M -$131K -1,786 -2%
TWP
54
Total Wealth Planning
Ohio
$7.81M -$245K -3,340 -3%
FIM
55
Freedom Investment Management
Connecticut
$6.74M -$262K -3,570 -4%
DI
56
Diligent Investors
California
$6.67M -$508K -6,927 -7%
Ameriprise
57
Ameriprise
Minnesota
$6.43M +$1.61M +21,883 +33%
GSIAS
58
Garden State Investment Advisory Services
New Jersey
$6.29M +$276K +3,763 +5%
SFG
59
Sage Financial Group
Pennsylvania
$5.95M -$8K -109 -0.1%
WP
60
WealthShield Partners
North Carolina
$5.95M +$224K +3,047 +4%
MAM
61
Marotta Asset Management
Virginia
$5.76M +$216K +2,950 +4%
MBI
62
May Barnhard Investments
Maryland
$5.72M +$5.72M +77,888 New
Bank of America
63
Bank of America
North Carolina
$5.71M +$132K +1,794 +2%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$5.57M +$5.57M +75,899 New
PWMG
65
Prestige Wealth Management Group
New Jersey
$5.43M -$12.5K -170 -0.2%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$5.33M +$1.47M +19,984 +38%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$5.27M +$5.27M +71,805 New
KOC
68
Koss-Olinger Consulting
Florida
$5.12M -$136K -1,848 -3%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$5.07M +$4.02M +54,811 +383%
RFA
70
RTD Financial Advisors
Pennsylvania
$5M -$294K -4,002 -6%
CWM
71
Capital Wealth Management
Rhode Island
$4.92M -$31.5K -429 -0.6%
IWP
72
IAG Wealth Partners
Wisconsin
$4.73M +$191K +2,608 +4%
GIA
73
Gladstone Institutional Advisory
Florida
$4.66M +$146K +1,983 +3%
SEIA
74
Signature Estate & Investment Advisors
California
$4.59M +$167K +2,274 +4%
WFPG
75
Waller Financial Planning Group
Ohio
$4.58M -$4.33K -59 -0.1%
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