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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$4.03M -$77.1K -1,192 -2%
AWA
77
ARQ Wealth Advisors
Arizona
$3.94M +$68K +1,050 +2%
CRI
78
Colonial River Investments
Virginia
$3.93M +$3.93M +60,797 New
GSWM
79
Greenup Street Wealth Management
Michigan
$3.93M +$3.93M +60,713 New
IWP
80
IAG Wealth Partners
Wisconsin
$3.78M +$91.7K +1,417 +2%
BEI
81
Benjamin Edwards Inc
Missouri
$3.78M +$2.65M +41,007 +236%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.76M +$1.07M +16,511 +40%
FFA
83
Farther Finance Advisors
California
$3.65M +$3.65M +56,451 New
SAF
84
Smith Anglin Financial
Texas
$3.53M -$171K -2,637 -5%
IA
85
IFP Advisors
Florida
$3.45M +$433K +5,700 +14%
AFS
86
Annapolis Financial Services
Maryland
$3.39M +$4.14K +64 +0.1%
WWM
87
Windsor Wealth Management
Indiana
$3.39M -$88.1K -1,315 -3%
CWA
88
Centennial Wealth Advisory
Michigan
$3.25M +$3.01M +46,584 +1,301%
BRWA
89
B. Riley Wealth Advisors
Florida
$3.24M +$3.24M +50,088 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$3.19M +$862K +13,321 +37%
LPAM
91
Lodestar Private Asset Management
California
$3.15M +$3.15M +48,628 New
Goldman Sachs
92
Goldman Sachs
New York
$3.08M -$560K -8,657 -15%
Ameriprise
93
Ameriprise
Minnesota
$3.04M +$630K +9,734 +26%
B
94
Bailard
California
$3.03M +$78.8K +1,217 +3%
CFG
95
Cooper Financial Group
California
$3.01M +$54.6K +843 +2%
FGG
96
Financial Guidance Group
Florida
$2.99M +$104K +1,603 +4%
DSN
97
D. Scott Neal
Kentucky
$2.93M +$9.32K +144 +0.3%
CF
98
Centaurus Financial
California
$2.89M -$37.3K -576 -1%
VWA
99
Visionary Wealth Advisors
Illinois
$2.78M +$2.15M +33,185 +342%
CAG
100
Csenge Advisory Group
Florida
$2.67M +$201K +3,098 +8%
2 3
4
5 6