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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$1.86M -$11.6M -152,885 -86%
VWA
102
Visionary Wealth Advisors
Illinois
$1.85M +$17.9K +235 +1%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$191K +2,510 +12%
OFG
104
Omega Financial Group
California
$1.75M -$92.3K -1,215 -5%
Truist Financial
105
Truist Financial
North Carolina
$1.74M +$360K +4,739 +26%
JWS
106
Juncture Wealth Strategies
Arizona
$1.73M -$2.74K -36 -0.2%
SAF
107
Smith Anglin Financial
Texas
$1.73M +$59.4K +781 +4%
CC
108
Courier Capital
New York
$1.71M +$7.83K +103 +0.5%
BCM
109
Barden Capital Management
Texas
$1.65M -$564K -7,416 -25%
FNWA
110
Financial Network Wealth Advisors
Utah
$1.65M -$9.65K -127 -0.6%
Citadel Advisors
111
Citadel Advisors
Florida
$1.63M +$1.16M +15,238 +247%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.57M -$125K -1,646 -7%
Creative Planning
113
Creative Planning
Kansas
$1.53M -$166K -2,178 -10%
IA
114
IFP Advisors
Florida
$1.53M +$228 +3 +0%
IA
115
IFG Advisory
Georgia
$1.5M +$24.5K +322 +2%
AI
116
Atria Investments
North Carolina
$1.49M -$432K -5,689 -22%
AFAS
117
Acorn Financial Advisory Services
Virginia
$1.49M -$413K -5,428 -22%
GVAG
118
Great Valley Advisor Group
Delaware
$1.43M -$160K -2,111 -10%
PFA
119
Pure Financial Advisors
California
$1.39M +$41.7K +549 +3%
DSN
120
D. Scott Neal
Kentucky
$1.38M -$40.2K -529 -3%
Prudential Financial
121
Prudential Financial
New Jersey
$1.32M -$1.94M -25,487 -60%
SCP
122
Stevens Capital Partners
Nebraska
$1.31M -$143K -1,888 -10%
CA
123
Cetera Advisors
Colorado
$1.26M -$318K -4,190 -20%
TPSF
124
Texas Permanent School Fund
Texas
$1.26M – – –
SWP
125
Stratos Wealth Partners
Ohio
$1.22M +$962K +12,653 +368%
3 4
5
6 7