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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
76
IAG Wealth Partners
Wisconsin
$4.72M -$157K -1,962 -3%
RFA
77
RTD Financial Advisors
Pennsylvania
$4.69M -$49.5K -617 -1%
GSIAS
78
Garden State Investment Advisory Services
New Jersey
$4.67M +$20.4K +254 +0.4%
MFG
79
Merit Financial Group
Georgia
$4.55M -$125K -1,563 -3%
GIA
80
Gladstone Institutional Advisory
Florida
$4.53M -$282K -3,510 -6%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.49M +$146K +1,824 +3%
SWP
82
Stratos Wealth Partners
Ohio
$4.43M +$3.55M +44,262 +404%
MAM
83
Marotta Asset Management
Virginia
$4.41M -$253K -3,165 -5%
CWA
84
Clarus Wealth Advisors
Arizona
$4.25M -$253K -3,160 -6%
CNTOF
85
Canandaigua National Trust of Florida
New York
$4.06M +$18.4K +230 +0.5%
UBS Group
86
UBS Group
Switzerland
$4.05M -$86.1K -1,074 -2%
MWM
87
Modera Wealth Management
New Jersey
$4.04M +$4.04M +50,385 New
B
88
Bailard
California
$3.97M -$57.9K -722 -1%
IAA
89
Independent Advisor Alliance
North Carolina
$3.84M +$3.56M +44,371 +1,245%
SEIA
90
Signature Estate & Investment Advisors
California
$3.78M +$1.86M +23,186 +97%
MHWM
91
Montz Harcus Wealth Management
Louisiana
$3.41M +$2.29M +28,552 +204%
GWM
92
Geneos Wealth Management
Colorado
$3.31M +$15.8K +197 +0.5%
CPIG
93
Chicago Partners Investment Group
Illinois
$3.16M +$193K +2,391 +6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$3.01M -$193K -2,407 -6%
PIA
95
Perennial Investment Advisors
California
$2.93M -$2.09M -26,107 -42%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$80.5K +1,004 +3%
RWM
97
Rialto Wealth Management
New York
$2.81M +$2.81M +35,096 New
LPAM
98
Lodestar Private Asset Management
California
$2.81M -$37.6K -469 -1%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$2.8M -$274K -3,420 -9%
PS
100
Principal Securities
Iowa
$2.75M +$137K +1,711 +5%
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4
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