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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$3.17M +$105K +1,620 +3%
B
77
Bailard
California
$3.17M -$45.3K -699 -1%
FGG
78
Financial Guidance Group
Florida
$3.15M +$8.5K +131 +0.3%
WWM
79
Windsor Wealth Management
Indiana
$3.11M -$121K -1,863 -4%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$3.1M -$420K -6,471 -12%
VWA
81
Visionary Wealth Advisors
Illinois
$2.97M -$136K -2,093 -4%
KWM
82
Kingsview Wealth Management
Oregon
$2.86M -$2.62M -40,392 -48%
PIA
83
Perennial Investment Advisors
California
$2.78M -$33.1K -511 -1%
APP
84
Avantax Planning Partners
Iowa
$2.49M -$47.2K -727 -2%
AI
85
Atria Investments
North Carolina
$2.44M +$161K +2,480 +7%
PWG
86
Portside Wealth Group
Utah
$2.37M +$72.5K +1,120 +3%
LPAM
87
Lodestar Private Asset Management
California
$2.34M +$2.34K +36 +0.1%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$2.34M -$989K -15,245 -30%
FFA
89
Farther Finance Advisors
California
$2.19M -$775K -11,945 -26%
CF
90
Centaurus Financial
California
$2.18M +$34.4K +531 +2%
GWM
91
Geneos Wealth Management
Colorado
$2.14M +$77.5K +1,195 +4%
SAF
92
Smith Anglin Financial
Texas
$2.12M -$151K -2,334 -7%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$2.12M +$4.87K +75 +0.2%
SL
94
SWMG LLC
Texas
$2.06M +$67.6K +1,042 +3%
AFAS
95
Acorn Financial Advisory Services
Virginia
$2.02M – – –
SWA
96
Stratos Wealth Advisors
Ohio
$1.99M -$6.36K -98 -0.3%
Creative Planning
97
Creative Planning
Kansas
$1.94M +$586K +9,029 +43%
BCM
98
Barden Capital Management
Texas
$1.89M +$405K +6,240 +27%
CMP
99
Courage Miller Partners
Virginia
$1.88M +$98.8K +1,524 +6%
Goldman Sachs
100
Goldman Sachs
New York
$1.85M -$2.38M -36,739 -56%
2 3
4
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