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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
51
Diligent Investors
California
$6.85M -$49.7K -654 -0.7%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$6.8M +$1.28M +16,806 +23%
Ameriprise
53
Ameriprise
Minnesota
$6.79M +$136K +1,791 +2%
Goldman Sachs
54
Goldman Sachs
New York
$6.69M +$5.56M +73,192 +493%
PWMG
55
Prestige Wealth Management Group
New Jersey
$6.35M +$730K +9,600 +13%
SFG
56
Sage Financial Group
Pennsylvania
$6.15M -$14.2K -187 -0.2%
MBI
57
May Barnhard Investments
Maryland
$6.02M +$95.5K +1,257 +2%
FIM
58
Freedom Investment Management
Connecticut
$5.87M -$1.11M -14,590 -16%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5.62M -$2.64M -34,692 -32%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$5.46M – – –
MAM
61
Marotta Asset Management
Virginia
$5.45M -$512K -6,740 -9%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$5.39M -$8.83M -116,130 -62%
CWM
63
Capital Wealth Management
Rhode Island
$5.25M +$161K +2,124 +3%
Bank of America
64
Bank of America
North Carolina
$5.16M -$757K -9,959 -13%
WP
65
WealthShield Partners
North Carolina
$5.07M -$1.09M -14,358 -18%
RFA
66
RTD Financial Advisors
Pennsylvania
$5.05M -$130K -1,707 -3%
FIA
67
Foundations Investment Advisors
Arizona
$4.88M +$1.71M +22,518 +54%
SEIA
68
Signature Estate & Investment Advisors
California
$4.87M +$119K +1,571 +3%
WFPG
69
Waller Financial Planning Group
Ohio
$4.82M +$76.3K +1,004 +2%
IWP
70
IAG Wealth Partners
Wisconsin
$4.81M -$83.9K -1,104 -2%
PIA
71
Perennial Investment Advisors
California
$4.76M +$356K +4,685 +8%
GIA
72
Gladstone Institutional Advisory
Florida
$4.76M -$68.3K -899 -1%
PAG
73
Private Advisor Group
New Jersey
$4.71M +$167K +2,194 +4%
UBS Group
74
UBS Group
Switzerland
$4.57M -$76 -1 -0%
GSIAS
75
Garden State Investment Advisory Services
New Jersey
$4.34M -$2.19M -28,714 -33%
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