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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Windsor Wealth Management
Indiana
$3.21M -$69.9K -1,075 -2%
FGG
77
Financial Guidance Group
Florida
$3.19M +$145K +2,198 +5%
CF
78
Centaurus Financial
California
$3.16M +$203K +3,074 +7%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$3.13M -$2.21M -33,373 -41%
B
80
Bailard
California
$3.1M +$8.26K +125 +0.3%
CFG
81
Cooper Financial Group
California
$3.1M +$25.8K +390 +0.8%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$3.04M -$223K -3,372 -7%
IA
83
IFP Advisors
Florida
$2.95M -$501K -6,605 -15%
APP
84
Avantax Planning Partners
Iowa
$2.72M +$71K +1,075 +3%
SAF
85
Smith Anglin Financial
Texas
$2.72M -$892K -13,504 -25%
LPAM
86
Lodestar Private Asset Management
California
$2.56M -$657K -9,943 -20%
DSN
87
D. Scott Neal
Kentucky
$2.5M -$485K -7,347 -16%
FIA
88
Foundations Investment Advisors
Arizona
$2.41M +$86.8K +1,313 +4%
AI
89
Atria Investments
North Carolina
$2.36M +$40.5K +613 +2%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$2.36M -$188K -2,841 -7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.35M -$44.7K -676 -2%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$2.26M +$143K +2,165 +7%
Jane Street
93
Jane Street
New York
$2.17M +$1.25M +18,957 +136%
Citadel Advisors
94
Citadel Advisors
Florida
$2.16M +$112K +1,697 +5%
BCM
95
Barden Capital Management
Texas
$2.1M +$2.38K +36 +0.1%
AFAS
96
Acorn Financial Advisory Services
Virginia
$2.07M +$98.7K +1,493 +5%
GWM
97
Geneos Wealth Management
Colorado
$2.05M +$521K +7,880 +34%
SWA
98
Stratos Wealth Advisors
Ohio
$2.04M -$91.5K -1,385 -4%
SL
99
SWMG LLC
Texas
$2.01M +$480K +7,261 +31%
HF
100
HRT Financial
New York
$1.98M +$1.98M +29,920 New
2 3
4
5 6