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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$4.41M -$201K -2,739 -4%
PAG
77
Private Advisor Group
New Jersey
$4.38M -$3.82M -52,057 -47%
PIA
78
Perennial Investment Advisors
California
$4.25M +$1.1M +14,979 +35%
CWA
79
Clarus Wealth Advisors
Arizona
$4.03M +$4.03M +56,910 New
MML Investors Services
80
MML Investors Services
Massachusetts
$3.93M +$3.15M +42,960 +403%
Charles Schwab
81
Charles Schwab
California
$3.73M -$680K -9,261 -15%
B
82
Bailard
California
$3.68M +$90K +1,226 +3%
AFS
83
Annapolis Financial Services
Maryland
$3.65M -$172K -2,340 -4%
Corient Private Wealth
84
Corient Private Wealth
Florida
$3.61M +$3.61M +49,218 New
FGG
85
Financial Guidance Group
Florida
$3.61M +$40.5K +552 +1%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$261K -3,561 -7%
SWM
87
SigFig Wealth Management
California
$3.19M +$3.19M +43,457 New
KWM
88
Kingsview Wealth Management
Oregon
$3.17M -$58.6K -799 -2%
Prudential Financial
89
Prudential Financial
New Jersey
$3.14M +$2.03M +27,689 +183%
GWM
90
Geneos Wealth Management
Colorado
$3.11M +$692K +9,430 +29%
BWG
91
Balanced Wealth Group
Ohio
$3.07M +$3.07M +41,826 New
FIA
92
Foundations Investment Advisors
Arizona
$2.99M +$2.99M +41,665 New
AWS
93
Atria Wealth Solutions
New York
$2.93M +$2.93M +39,940 New
APP
94
Avantax Planning Partners
Iowa
$2.86M +$42.6K +580 +2%
BEI
95
Benjamin Edwards Inc
Missouri
$2.82M -$1.09M -14,848 -28%
PWG
96
Portside Wealth Group
Utah
$2.81M +$121K +1,651 +5%
BRWA
97
B. Riley Wealth Advisors
Florida
$2.71M +$2.48M +33,807 +1,088%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.62M +$1.64M +22,322 +166%
LPAM
99
Lodestar Private Asset Management
California
$2.59M -$62.9K -857 -2%
FFA
100
Farther Finance Advisors
California
$2.4M -$77.9K -1,061 -3%
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4
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