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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$7.26M +$729K +9,990 +11%
DI
52
Diligent Investors
California
$6.29M -$287K -3,928 -4%
IWM
53
IHT Wealth Management
Illinois
$5.91M -$3.68M -50,467 -38%
PWMG
54
Prestige Wealth Management Group
New Jersey
$5.9M -$197K -2,707 -3%
SFG
55
Sage Financial Group
Pennsylvania
$5.83M -$75.3K -1,032 -1%
MBI
56
May Barnhard Investments
Maryland
$5.54M -$234K -3,207 -4%
FIM
57
Freedom Investment Management
Connecticut
$5.29M -$338K -4,630 -6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.25M -$147K -2,017 -3%
MAM
59
Marotta Asset Management
Virginia
$5.16M -$29.7K -410 -0.6%
CWM
60
Capital Wealth Management
Rhode Island
$5.08M +$41.2K +565 +0.8%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$5.05M -$183K -2,515 -4%
AAS
62
Avantax Advisory Services
Texas
$5.02M +$4.82M +66,022 +2,397%
KOC
63
Koss-Olinger Consulting
Florida
$4.9M +$4.9M +67,185 New
Bank of America
64
Bank of America
North Carolina
$4.9M -$52.7K -722 -1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$4.85M -$4.13M -56,676 -46%
WP
66
WealthShield Partners
North Carolina
$4.85M -$20.3K -278 -0.4%
WFPG
67
Waller Financial Planning Group
Ohio
$4.77M +$139K +1,909 +3%
RFA
68
RTD Financial Advisors
Pennsylvania
$4.7M -$146K -1,999 -3%
PIA
69
Perennial Investment Advisors
California
$4.6M +$36.3K +497 +0.8%
IWP
70
IAG Wealth Partners
Wisconsin
$4.5M -$119K -1,636 -3%
GIA
71
Gladstone Institutional Advisory
Florida
$4.42M -$141K -1,932 -3%
PAG
72
Private Advisor Group
New Jersey
$4.39M -$126K -1,729 -3%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$4.14M -$31.9K -436 -0.8%
CWA
74
Clarus Wealth Advisors
Arizona
$4.11M -$82.4K -1,133 -2%
SEIA
75
Signature Estate & Investment Advisors
California
$4.07M -$613K -8,402 -13%
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