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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$4.5M +$990K +12,468 +28%
CWA
77
Clarus Wealth Advisors
Arizona
$4.42M -$31.4K -399 -0.7%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$4.3M +$147K +1,847 +4%
UBS Group
79
UBS Group
Switzerland
$4.1M +$171K +2,155 +4%
CNTOF
80
Canandaigua National Trust of Florida
New York
$4M +$4M +50,398 New
B
81
Bailard
California
$3.99M -$2.62K -33 -0.1%
AFS
82
Annapolis Financial Services
Maryland
$3.96M +$9.38K +118 +0.2%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$3.74M +$42.4K +533 +1%
Corient Private Wealth
84
Corient Private Wealth
Florida
$3.6M -$75.9K -955 -2%
Goldman Sachs
85
Goldman Sachs
New York
$3.51M -$51.9K -653 -1%
GWM
86
Geneos Wealth Management
Colorado
$3.27M +$89.5K +1,126 +3%
IWC
87
Integrated Wealth Concepts
Massachusetts
$3.18M +$10.6K +134 +0.3%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$3.05M +$1.41M +17,702 +86%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.95M +$237K +2,958 +9%
LPAM
90
Lodestar Private Asset Management
California
$2.82M +$5.01K +63 +0.2%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$2.78M +$491K +6,177 +21%
PS
92
Principal Securities
Iowa
$2.59M +$265K +3,336 +11%
ACA
93
Aptus Capital Advisors
Alabama
$2.4M -$259K -3,258 -10%
FGG
94
Financial Guidance Group
Florida
$2.39M -$270K -3,404 -10%
IP
95
Ignite Planners
California
$2.35M +$91.7K +1,154 +4%
CMP
96
Courage Miller Partners
Virginia
$2.31M -$2.3K -29 -0.1%
OAM
97
Occidental Asset Management
California
$2.04M +$63.1K +794 +3%
KWM
98
Kingsview Wealth Management
Oregon
$2.01M -$1.4M -17,613 -41%
Prudential Financial
99
Prudential Financial
New Jersey
$1.97M +$325K +4,085 +20%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.92M -$453K -5,701 -19%
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4
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