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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
101
Avantax Planning Partners
Iowa
$2.6M +$14.9K +230 +0.6%
AWS
102
Atria Wealth Solutions
New York
$2.52M +$2.52M +38,965 New
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$2.49M -$5.83K -90 -0.2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$2.35M +$83.2K +1,286 +4%
FIA
105
Foundations Investment Advisors
Arizona
$2.28M +$2.28M +35,158 New
AI
106
Atria Investments
North Carolina
$2.27M +$2.27M +35,120 New
SFS
107
Sowell Financial Services
Arkansas
$2.23M +$2.23M +34,507 New
PFA
108
Pinnacle Family Advisors
Missouri
$2.13M -$456K -7,046 -18%
SWA
109
Stratos Wealth Advisors
Ohio
$2.08M -$23.4K -362 -1%
FFG
110
Fullen Financial Group
Ohio
$2.08M -$87.6K -1,214 -4%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$2.08M +$269K +4,150 +15%
BCM
112
Barden Capital Management
Texas
$2.05M +$89K +1,375 +5%
Citadel Advisors
113
Citadel Advisors
Florida
$2.01M -$4.16M -64,248 -67%
AFAS
114
Acorn Financial Advisory Services
Virginia
$1.93M -$116K -1,792 -6%
CWM
115
Capital Wealth Management
Rhode Island
$1.89M -$126K -1,945 -6%
DWM
116
Drive Wealth Management
Utah
$1.86M +$1.86M +28,724 New
OFG
117
Omega Financial Group
California
$1.82M +$624K +9,645 +52%
JWS
118
Juncture Wealth Strategies
Arizona
$1.78M -$49.4K -764 -3%
SWM
119
SigFig Wealth Management
California
$1.75M +$1.75M +58,256 New
WA
120
Wambolt & Associates
Colorado
$1.73M +$18.6K +287 +1%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.7M +$1.29M +19,873 +309%
DI
122
DFPG Investments
Utah
$1.69M +$1.69M +24,561 New
CMP
123
Courage Miller Partners
Virginia
$1.68M +$51.8K +800 +3%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.56M +$691K +9,407 +79%
WAM
125
Weinberger Asset Management
California
$1.5M -$463K -7,147 -24%
3 4
5
6 7