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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$9.44M +$1.09M +13,540 +13%
Mariner
52
Mariner
Kansas
$9.19M +$315K +3,933 +4%
JCM
53
Jacobi Capital Management
Pennsylvania
$8.21M +$83.2K +1,038 +1%
WWA
54
WCG Wealth Advisors
Nevada
$8.04M +$36.3K +452 +0.5%
RIM
55
Rockbridge Investment Management
New York
$7.85M -$2.36M -29,470 -23%
TWP
56
Total Wealth Planning
Ohio
$7.84M +$38.5K +480 +0.5%
WP
57
WealthShield Partners
North Carolina
$7.29M +$1.68M +20,953 +30%
DI
58
Diligent Investors
California
$6.86M +$58.1K +725 +0.9%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$6.79M +$2.23M +27,846 +49%
AAS
60
Avantax Advisory Services
Texas
$6.75M -$1.74M -21,729 -21%
PWMG
61
Prestige Wealth Management Group
New Jersey
$6.42M +$2.17K +27 +0%
MBI
62
May Barnhard Investments
Maryland
$6.36M -$16.4K -205 -0.3%
EWA
63
EP Wealth Advisors
California
$6.25M +$5.76M +71,869 +1,183%
SFG
64
Sage Financial Group
Pennsylvania
$6.21M -$135K -1,682 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$5.97M +$4.64M +57,891 +349%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$5.79M +$108K +1,343 +2%
WFPG
67
Waller Financial Planning Group
Ohio
$5.67M +$149K +1,857 +3%
CWM
68
Capital Wealth Management
Rhode Island
$5.59M +$47K +586 +0.8%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$5.59M +$91.8K +1,145 +2%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$5.56M – – –
Bank of America
71
Bank of America
North Carolina
$5.47M +$241K +3,002 +5%
KOC
72
Koss-Olinger Consulting
Florida
$5.31M -$38.7K -482 -0.7%
FIM
73
Freedom Investment Management
Connecticut
$5.21M -$60K -748 -1%
EWM
74
Executive Wealth Management
Michigan
$5.16M +$5.16M +64,311 New
PAG
75
Private Advisor Group
New Jersey
$5.05M -$172K -2,143 -3%
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