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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$3.85M +$3.19M +43,778 +489%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3.81M +$324K +4,445 +9%
B
78
Bailard
California
$3.67M +$14.7K +201 +0.4%
AFS
79
Annapolis Financial Services
Maryland
$3.63M +$1.39K +19 +0%
UBS Group
80
UBS Group
Switzerland
$3.6M -$780K -10,693 -18%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$3.35M -$239K -3,330 -7%
Corient Private Wealth
82
Corient Private Wealth
Florida
$3.33M -$142K -1,975 -4%
Goldman Sachs
83
Goldman Sachs
New York
$3.27M -$3.15M -43,205 -49%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$3.23M +$561K +7,698 +21%
KWM
85
Kingsview Wealth Management
Oregon
$3.13M -$29.6K -406 -0.9%
GWM
86
Geneos Wealth Management
Colorado
$2.92M +$190K +2,604 +7%
IWC
87
Integrated Wealth Concepts
Massachusetts
$2.91M +$425K +5,831 +17%
BA
88
Bellwether Advisors
Nebraska
$2.84M +$2.84M +38,924 New
GRP
89
Global Retirement Partners
California
$2.66M +$2.02M +27,662 +314%
CPIG
90
Chicago Partners Investment Group
Illinois
$2.65M +$155K +1,977 +6%
LPAM
91
Lodestar Private Asset Management
California
$2.59M +$39.2K +537 +2%
ACA
92
Aptus Capital Advisors
Alabama
$2.44M -$1.21M -16,562 -33%
FGG
93
Financial Guidance Group
Florida
$2.44M -$1.21M -16,570 -33%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$2.18M -$38.7K -530 -2%
PS
95
Principal Securities
Iowa
$2.14M +$346K +4,745 +19%
CMP
96
Courage Miller Partners
Virginia
$2.12M -$1.02K -14 -0%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$398K +5,457 +23%
FFA
98
Farther Finance Advisors
California
$2.09M +$26.5K +367 +1%
IP
99
Ignite Planners
California
$2.05M +$160K +2,222 +8%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$1.91M +$1.1M +15,142 +137%
2 3
4
5 6