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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
CCMG
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
Stifel Financial
Missouri
$105M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.9M
2
PPW
Parcion Private Wealth
Washington
$0
3
NP
NorthRock Partners
Minnesota
$42.7M
4
TCM
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
126
SWMG LLC
Texas
$1.5M +$1.5M +23,132 New
GWM
127
Geneos Wealth Management
Colorado
$1.49M +$2.65K +41 +0.2%
SCP
128
Stevens Capital Partners
Nebraska
$1.44M +$1.44M +22,309 New
PAS
129
Park Avenue Securities
New York
$1.43M +$1.03M +15,855 +254%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.39M -$3.06M -47,227 -69%
OAM
131
Occidental Asset Management
California
$1.37M +$66.3K +1,025 +5%
PFA
132
Pure Financial Advisors
California
$1.3M +$9.26K +143 +0.7%
TRCT
133
Tower Research Capital (TRC)
New York
$1.29M -$980K -15,138 -43%
MWPCG
134
Measured Wealth Private Client Group
New Hampshire
$1.2M +$73.5K +1,135 +7%
GVAG
135
Great Valley Advisor Group
Delaware
$1.19M +$698K +10,780 +141%
CC
136
Courier Capital
New York
$1.19M +$9.97K +154 +0.8%
AF
137
Allworth Financial
California
$1.17M -$39.6K -612 -3%
Creative Planning
138
Creative Planning
Kansas
$1.16M -$364K -5,618 -24%
CA
139
Cetera Advisors
Colorado
$1.13M +$1.13M +17,392 New
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$1.12M +$757K +11,696 +208%
KF
141
Krilogy Financial
Missouri
$1.04M -$37.2K -575 -3%
LC
142
LTG Capital
Massachusetts
$1.03M -$1.68K -26 -0.2%
WCA
143
Waypoint Capital Advisors
Minnesota
$948K – – –
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$939K +$42.4K +655 +5%
IMC Chicago
145
IMC Chicago
Illinois
$927K +$46.5K +719 +5%
Jane Street
146
Jane Street
New York
$902K -$516K -7,980 -36%
WI
147
WrapManager Inc
California
$812K -$53.6K -829 -6%
MHWM
148
Montz Harcus Wealth Management
Louisiana
$808K +$808K +12,481 New
SWP
149
Stratos Wealth Partners
Ohio
$769K +$141K +2,185 +23%
EA
150
Eclectic Associates
California
$748K – – –
4 5
6
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