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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
IWM
4
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
5
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
3
Alesco Advisors
New York
$41.3M
4
CFG
4
Cooper Financial Group
California
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$1.84M +$6.1K +94 +0.3%
CPIG
102
Chicago Partners Investment Group
Illinois
$1.73M +$137K +2,239 +9%
FTUS
103
Flow Traders U.S.
New York
$1.73M +$915K +14,110 +113%
OFG
104
Omega Financial Group
California
$1.65M -$76.9K -1,186 -4%
WA
105
Wambolt & Associates
Colorado
$1.6M -$99K -1,548 -6%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.54M +$1.54M +23,725 New
JWS
107
Juncture Wealth Strategies
Arizona
$1.51M -$112K -1,727 -7%
OAM
108
Occidental Asset Management
California
$1.51M +$35.6K +549 +2%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$1.5M -$781K -12,042 -34%
CC
110
Courier Capital
New York
$1.44M – – –
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$1.42M +$365K +5,627 +35%
IA
112
IFP Advisors
Florida
$1.32M +$9.02K +139 +0.7%
DWM
113
Drive Wealth Management
Utah
$1.28M -$362K -5,575 -22%
SCP
114
Stevens Capital Partners
Nebraska
$1.21M -$4.48K -69 -0.4%
GVAG
115
Great Valley Advisor Group
Delaware
$1.21M +$17K +262 +1%
DSN
116
D. Scott Neal
Kentucky
$1.21M -$595K -9,174 -33%
MWPCG
117
Measured Wealth Private Client Group
New Hampshire
$1.19M +$5.84K +90 +0.5%
IA
118
IFG Advisory
Georgia
$1.17M +$1.17M +18,086 New
Citadel Advisors
119
Citadel Advisors
Florida
$1.16M +$737K +11,370 +173%
PFA
120
Pure Financial Advisors
California
$1.16M -$84.6K -1,305 -7%
WAM
121
Weinberger Asset Management
California
$1.15M -$140K -2,158 -11%
IP
122
Ignite Planners
California
$1.1M +$1.1M +17,520 New
Comerica Bank
123
Comerica Bank
Texas
$1.1M +$1.1M +16,900 New
TPSF
124
Texas Permanent School Fund
Texas
$1.07M – – –
AF
125
Allworth Financial
California
$1.06M -$22.9K -353 -2%
3 4
5
6 7