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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$2.4M +$317K +4,317 +15%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$2.32M -$335K -4,572 -13%
CPIG
103
Chicago Partners Investment Group
Illinois
$2.21M +$169K +2,359 +8%
SWA
104
Stratos Wealth Advisors
Ohio
$2.14M -$105K -1,435 -5%
IWA
105
Invera Wealth Advisors
Oregon
$2.13M +$2.13M +29,019 New
CWA
106
Centennial Wealth Advisory
Michigan
$2.11M +$2.11M +28,760 New
CMP
107
Courage Miller Partners
Virginia
$2.11M -$17.7K -241 -0.8%
PAS
108
Park Avenue Securities
New York
$2.04M +$1.16M +15,819 +132%
BCM
109
Barden Capital Management
Texas
$1.89M – – –
AI
110
Atria Investments
North Carolina
$1.86M -$909K -12,381 -33%
AFAS
111
Acorn Financial Advisory Services
Virginia
$1.83M -$456K -6,246 -20%
OAM
112
Occidental Asset Management
California
$1.81M +$106K +1,451 +6%
OFG
113
Omega Financial Group
California
$1.78M -$86.4K -1,178 -5%
VWA
114
Visionary Wealth Advisors
Illinois
$1.77M -$1.59M -21,627 -47%
JWS
115
Juncture Wealth Strategies
Arizona
$1.68M -$35.6K -485 -2%
CC
116
Courier Capital
New York
$1.65M +$14K +191 +0.9%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.64M -$64.3K -876 -4%
Creative Planning
118
Creative Planning
Kansas
$1.64M -$560K -7,638 -26%
SAF
119
Smith Anglin Financial
Texas
$1.61M -$786K -10,717 -33%
IP
120
Ignite Planners
California
$1.61M +$325K +4,435 +25%
FNWA
121
Financial Network Wealth Advisors
Utah
$1.6M +$1.6M +21,813 New
GVAG
122
Great Valley Advisor Group
Delaware
$1.53M +$162K +2,209 +12%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$1.53M -$868K -11,832 -36%
CA
124
Cetera Advisors
Colorado
$1.53M +$926K +12,617 +154%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$1.52M -$93K -1,267 -6%
3 4
5
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