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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Occidental Asset Management
California
$2.48M +$415K +5,171 +20%
IP
102
Ignite Planners
California
$2.45M +$64.8K +804 +3%
KWA
103
Kingswood Wealth Advisors
California
$2.33M +$2.33M +29,083 New
CMP
104
Courage Miller Partners
Virginia
$2.31M -$14.4K -179 -0.6%
VT
105
Vise Technologies
New York
$2.24M +$1.92M +23,994 +610%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$2.18M +$1.81M +22,562 +493%
ACA
107
Aptus Capital Advisors
Alabama
$2.1M -$327K -4,073 -13%
FGG
108
Financial Guidance Group
Florida
$2.09M -$322K -4,020 -13%
BDWCC
109
B&D White Capital Company
Texas
$2.02M +$2.02M +25,128 New
KWM
110
Kingsview Wealth Management
Oregon
$2.01M -$8.98K -112 -0.4%
BCM
111
Barden Capital Management
Texas
$1.93M +$86.9K +1,083 +5%
SFG
112
Shum Financial Group
California
$1.92M +$48K +599 +3%
FCP
113
Fidelis Capital Partners
Florida
$1.85M +$1.85M +22,566 New
CC
114
Courier Capital
New York
$1.81M – – –
BMWS
115
Brady Martz Wealth Solutions
North Dakota
$1.81M +$1.81M +22,275 New
MA
116
MONECO Advisors
Connecticut
$1.73M +$645K +8,048 +60%
JWS
117
Juncture Wealth Strategies
Arizona
$1.7M -$32.2K -401 -2%
SAF
118
Smith Anglin Financial
Texas
$1.68M +$9.62K +120 +0.6%
OFG
119
Omega Financial Group
California
$1.67M -$18K -224 -1%
Truist Financial
120
Truist Financial
North Carolina
$1.66M +$8.58K +107 +0.5%
FFA
121
Farther Finance Advisors
California
$1.64M -$260K -3,236 -14%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$1.62M -$316K -3,936 -16%
BCM
123
Brookstone Capital Management
Illinois
$1.57M +$372K +4,639 +31%
GVAG
124
Great Valley Advisor Group
Delaware
$1.55M +$43.7K +545 +3%
BCI
125
Brinker Capital Investments
Pennsylvania
$1.53M +$310K +3,862 +25%
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5
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