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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$1.95M +$385K +5,602 +25%
DSN
102
D. Scott Neal
Kentucky
$1.91M -$698K -10,146 -27%
CMP
103
Courage Miller Partners
Virginia
$1.89M +$24.6K +357 +1%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.86M +$122K +1,716 +7%
OFG
105
Omega Financial Group
California
$1.83M -$26.1K -379 -1%
WA
106
Wambolt & Associates
Colorado
$1.83M +$13.8K +200 +0.8%
DWM
107
Drive Wealth Management
Utah
$1.74M -$198K -2,873 -10%
JWS
108
Juncture Wealth Strategies
Arizona
$1.72M -$963 -14 -0.1%
BCM
109
Barden Capital Management
Texas
$1.58M -$607K -8,818 -28%
OAM
110
Occidental Asset Management
California
$1.56M +$35.6K +518 +2%
CC
111
Courier Capital
New York
$1.53M +$4.82K +70 +0.3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.53M -$470K -6,840 -24%
Creative Planning
113
Creative Planning
Kansas
$1.44M +$235K +3,419 +20%
IA
114
IFP Advisors
Florida
$1.39M -$1.28M -18,591 -48%
WAM
115
Weinberger Asset Management
California
$1.37M -$121K -1,756 -8%
AWA
116
ARQ Wealth Advisors
Arizona
$1.35M -$2.82M -40,950 -68%
PFA
117
Pure Financial Advisors
California
$1.32M -$26.8K -389 -2%
Truist Financial
118
Truist Financial
North Carolina
$1.3M -$4.83M -70,280 -79%
SCP
119
Stevens Capital Partners
Nebraska
$1.29M -$173K -2,516 -12%
GVAG
120
Great Valley Advisor Group
Delaware
$1.27M +$29.7K +432 +2%
MWPCG
121
Measured Wealth Private Client Group
New Hampshire
$1.26M +$3.1K +45 +0.2%
AF
122
Allworth Financial
California
$1.15M -$88.6K -1,288 -7%
TPSF
123
Texas Permanent School Fund
Texas
$1.14M +$1.14M +16,551 New
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.12M +$632K +9,192 +129%
CW
125
Channel Wealth
California
$1.1M +$62.1K +903 +6%
3 4
5
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