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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$8.06M +$8.06M +101,383 New
WWA
52
WCG Wealth Advisors
Nevada
$7.93M -$510K -6,421 -6%
TWP
53
Total Wealth Planning
Ohio
$7.73M -$209K -2,629 -3%
DI
54
Diligent Investors
California
$6.74M -$111K -1,403 -2%
PWMG
55
Prestige Wealth Management Group
New Jersey
$6.36M -$71.2K -896 -1%
MBI
56
May Barnhard Investments
Maryland
$6.32M +$283K +3,561 +5%
SFG
57
Sage Financial Group
Pennsylvania
$6.29M -$63.8K -803 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.63M -$91.6K -1,153 -2%
WP
59
WealthShield Partners
North Carolina
$5.56M +$279K +3,505 +5%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$5.51M – – –
CWM
61
Capital Wealth Management
Rhode Island
$5.49M -$44.7K -562 -0.8%
WFPG
62
Waller Financial Planning Group
Ohio
$5.47M +$276K +3,477 +5%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$5.44M +$156K +1,965 +3%
KOC
64
Koss-Olinger Consulting
Florida
$5.3M -$39.8K -501 -0.7%
FIM
65
Freedom Investment Management
Connecticut
$5.22M -$548K -6,901 -10%
Bank of America
66
Bank of America
North Carolina
$5.18M -$157K -1,977 -3%
PAG
67
Private Advisor Group
New Jersey
$5.17M +$389K +4,900 +8%
PIA
68
Perennial Investment Advisors
California
$4.98M -$36.2K -455 -0.7%
IWP
69
IAG Wealth Partners
Wisconsin
$4.84M -$67K -843 -1%
GIA
70
Gladstone Institutional Advisory
Florida
$4.77M -$48.2K -607 -1%
RFA
71
RTD Financial Advisors
Pennsylvania
$4.69M -$425K -5,348 -8%
IWM
72
IHT Wealth Management
Illinois
$4.66M -$1.77M -22,305 -28%
MAM
73
Marotta Asset Management
Virginia
$4.64M -$1.03M -12,935 -18%
MFG
74
Merit Financial Group
Georgia
$4.63M +$4.63M +58,302 New
GSIAS
75
Garden State Investment Advisory Services
New Jersey
$4.61M +$102K +1,285 +2%
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