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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.53M -$268K -3,901 -7%
WWM
77
Windsor Wealth Management
Indiana
$3.42M +$21.5K +312 +0.6%
B
78
Bailard
California
$3.41M +$182K +2,641 +6%
BFA
79
BMS Financial Advisors
South Dakota
$3.37M +$3.37M +48,989 New
FGG
80
Financial Guidance Group
Florida
$3.33M +$8.8K +128 +0.3%
VWA
81
Visionary Wealth Advisors
Illinois
$3.29M -$331K -4,819 -9%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$3.25M +$88.2K +1,282 +3%
CFG
83
Cooper Financial Group
California
$3.25M +$19.9K +289 +0.6%
FFA
84
Farther Finance Advisors
California
$3.15M -$643K -9,347 -17%
PIA
85
Perennial Investment Advisors
California
$2.99M -$2.4M -34,911 -45%
APP
86
Avantax Planning Partners
Iowa
$2.69M -$144K -2,087 -5%
LPAM
87
Lodestar Private Asset Management
California
$2.48M -$177K -2,580 -7%
PWG
88
Portside Wealth Group
Utah
$2.44M +$2.44M +35,532 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.42M -$24.8K -360 -1%
AI
90
Atria Investments
North Carolina
$2.42M -$36.7K -534 -1%
SAF
91
Smith Anglin Financial
Texas
$2.41M -$419K -6,090 -15%
CF
92
Centaurus Financial
California
$2.28M -$1.01M -14,678 -31%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$2.24M -$115K -1,669 -5%
GWM
94
Geneos Wealth Management
Colorado
$2.19M +$55.8K +812 +3%
AFAS
95
Acorn Financial Advisory Services
Virginia
$2.15M – – –
SWA
96
Stratos Wealth Advisors
Ohio
$2.11M -$5.16K -75 -0.2%
SL
97
SWMG LLC
Texas
$2.11M +$22.8K +332 +1%
DI
98
DFPG Investments
Utah
$2.05M +$118K +1,646 +6%
CWA
99
Clarus Wealth Advisors
Arizona
$2M +$91.9K +1,343 +5%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.95M +$1.18M +17,141 +153%
2 3
4
5 6