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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.92M +$502K +7,592 +35%
FFG
102
Fullen Financial Group
Ohio
$1.9M +$9.35K +143 +0.5%
DWM
103
Drive Wealth Management
Utah
$1.86M -$39.5K -597 -2%
CMP
104
Courage Miller Partners
Virginia
$1.79M +$72.3K +1,094 +4%
CWA
105
Clarus Wealth Advisors
Arizona
$1.79M -$3.34M -52,108 -65%
OFG
106
Omega Financial Group
California
$1.79M -$68.3K -1,033 -4%
DI
107
DFPG Investments
Utah
$1.78M +$160K +2,424 +10%
WA
108
Wambolt & Associates
Colorado
$1.74M -$24.3K -369 -1%
JWS
109
Juncture Wealth Strategies
Arizona
$1.66M -$160K -2,424 -9%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.6M +$211K +3,222 +15%
CAN
111
Cetera Advisor Networks
California
$1.5M -$2.87M -43,430 -66%
CC
112
Courier Capital
New York
$1.47M +$249K +3,769 +20%
OAM
113
Occidental Asset Management
California
$1.46M +$65.2K +986 +5%
WAM
114
Weinberger Asset Management
California
$1.43M -$104K -1,578 -7%
SCP
115
Stevens Capital Partners
Nebraska
$1.41M -$68K -1,029 -5%
DIA
116
Dana Investment Advisors
Wisconsin
$1.36M +$1.36M +20,630 New
PFA
117
Pure Financial Advisors
California
$1.29M -$32.6K -493 -2%
MWPCG
118
Measured Wealth Private Client Group
New Hampshire
$1.21M -$17.9K -271 -1%
AF
119
Allworth Financial
California
$1.19M +$1.06K +16 +0.1%
GVAG
120
Great Valley Advisor Group
Delaware
$1.19M -$28.9K -437 -2%
Creative Planning
121
Creative Planning
Kansas
$1.16M -$29.5K -446 -2%
IMC Chicago
122
IMC Chicago
Illinois
$1.15M +$200K +3,027 +21%
CAG
123
Csenge Advisory Group
Florida
$1.07M -$1.65M -25,021 -61%
LC
124
LTG Capital
Massachusetts
$1.02M -$29.5K -446 -3%
CW
125
Channel Wealth
California
$1M +$1M +15,151 New
3 4
5
6 7