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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Occidental Asset Management
California
$1.82M +$5.33K +73 +0.3%
OFG
102
Omega Financial Group
California
$1.67M -$12.4K -170 -0.7%
CC
103
Courier Capital
New York
$1.64M – – –
BCM
104
Barden Capital Management
Texas
$1.64M +$58.4K +801 +4%
SAF
105
Smith Anglin Financial
Texas
$1.64M -$16.8K -230 -1%
JWS
106
Juncture Wealth Strategies
Arizona
$1.64M -$22.2K -305 -1%
Prudential Financial
107
Prudential Financial
New Jersey
$1.51M +$245K +3,360 +19%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.51M +$1.46K +20 +0.1%
BEI
109
Benjamin Edwards Inc
Missouri
$1.49M -$1.39M -19,115 -48%
MOS
110
MGO One Seven
Ohio
$1.49M +$445K +6,096 +43%
Truist Financial
111
Truist Financial
North Carolina
$1.48M -$194K -2,666 -12%
IA
112
IFG Advisory
Georgia
$1.47M +$32.2K +441 +2%
IA
113
IFP Advisors
Florida
$1.45M -$15.2K -209 -1%
SWA
114
Stratos Wealth Advisors
Ohio
$1.45M -$609K -8,351 -30%
GVAG
115
Great Valley Advisor Group
Delaware
$1.37M -$2.99K -41 -0.2%
PFA
116
Pure Financial Advisors
California
$1.33M -$1.39K -19 -0.1%
DSN
117
D. Scott Neal
Kentucky
$1.33M – – –
SCP
118
Stevens Capital Partners
Nebraska
$1.31M +$51K +699 +4%
Creative Planning
119
Creative Planning
Kansas
$1.27M -$202K -2,770 -14%
CWS
120
Confluence Wealth Services
Pennsylvania
$1.26M +$723K +9,910 +134%
VWA
121
Visionary Wealth Advisors
Illinois
$1.25M -$528K -7,245 -30%
AFAS
122
Acorn Financial Advisory Services
Virginia
$1.23M -$199K -2,732 -14%
MCM
123
MAI Capital Management
Ohio
$1.21M +$1.21M +16,541 New
SWP
124
Stratos Wealth Partners
Ohio
$1.16M -$17.9K -245 -2%
AF
125
Allworth Financial
California
$1.15M -$31.1K -410 -3%
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5
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