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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Clarus Wealth Advisors
Arizona
$4.22M +$53.7K +733 +1%
IF
77
Intrua Financial
Texas
$3.86M +$3.86M +50,822 New
B
78
Bailard
California
$3.81M -$3.19K -42 -0.1%
ACA
79
Aptus Capital Advisors
Alabama
$3.8M +$3.8M +50,015 New
FGG
80
Financial Guidance Group
Florida
$3.8M +$66.7K +878 +2%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$3.79M +$3.79M +49,859 New
AFS
82
Annapolis Financial Services
Maryland
$3.78M +$3.72K +49 +0.1%
Corient Private Wealth
83
Corient Private Wealth
Florida
$3.67M -$71.3K -938 -2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.64M -$3.57K -47 -0.1%
KWM
85
Kingsview Wealth Management
Oregon
$3.29M -$608 -8 -0%
PWG
86
Portside Wealth Group
Utah
$3.08M +$170K +2,233 +6%
BEI
87
Benjamin Edwards Inc
Missouri
$3.01M +$83.2K +1,094 +3%
APP
88
Avantax Planning Partners
Iowa
$2.85M -$107K -1,413 -4%
GWM
89
Geneos Wealth Management
Colorado
$2.84M -$381K -5,019 -12%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$2.78M +$293K +3,856 +12%
LPAM
91
Lodestar Private Asset Management
California
$2.66M -$26.1K -343 -1%
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.59M -$132K -1,741 -5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$2.31M -$86.7K -1,141 -4%
CPIG
94
Chicago Partners Investment Group
Illinois
$2.31M +$82K +1,134 +4%
CMP
95
Courage Miller Partners
Virginia
$2.21M +$27.7K +365 +1%
IMC Chicago
96
IMC Chicago
Illinois
$2.18M +$2.18M +28,622 New
FFA
97
Farther Finance Advisors
California
$2.15M -$321K -4,264 -13%
SWA
98
Stratos Wealth Advisors
Ohio
$2.14M -$76.1K -1,001 -3%
IP
99
Ignite Planners
California
$1.97M +$320K +4,246 +19%
OAM
100
Occidental Asset Management
California
$1.89M +$11.2K +147 +0.6%
2 3
4
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