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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
126
Krilogy Financial
Missouri
$1M -$63K -953 -6%
IWM
127
IHT Wealth Management
Illinois
$995K -$30.3M -458,281 -97%
WCA
128
Waypoint Capital Advisors
Minnesota
$968K – – –
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$935K -$210K -3,183 -18%
TRCT
130
Tower Research Capital (TRC)
New York
$922K -$393K -5,952 -30%
VCM
131
Virtue Capital Management
Tennessee
$911K +$445K +6,998 +95%
PAS
132
Park Avenue Securities
New York
$900K -$561K -8,486 -38%
MHWM
133
Montz Harcus Wealth Management
Louisiana
$894K +$69K +1,044 +8%
WI
134
WrapManager Inc
California
$881K +$52.1K +789 +6%
CIA
135
Cape Investment Advisory
Georgia
$801K +$801K +12,119 New
KAS
136
Kestra Advisory Services
Texas
$763K -$6.02M -91,111 -89%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$739K +$119K +1,806 +19%
EA
138
Eclectic Associates
California
$736K -$27.2K -412 -4%
BCM
139
Brookstone Capital Management
Illinois
$734K +$144K +2,194 +24%
MOS
140
MGO One Seven
Ohio
$720K +$19.5K +295 +3%
KPWS
141
Kestra Private Wealth Services
Texas
$704K – – –
CWM
142
Cornerstone Wealth Management
Missouri
$692K +$692K +10,466 New
GRP
143
Global Retirement Partners
California
$682K +$386K +6,020 +131%
BFA
144
Beaumont Financial Advisors
Massachusetts
$675K -$54.6K -827 -7%
HA
145
HFG Advisors
Ohio
$665K -$2.38K -36 -0.4%
SCM
146
SOL Capital Management
Maryland
$653K -$51.2K -775 -7%
SL
147
Salomon & Ludwin
Virginia
$630K +$9.71K +147 +2%
BFM
148
Broadview Financial Management
Wisconsin
$615K +$1.72K +26 +0.3%
ACM
149
Advance Capital Management
Michigan
$611K – – –
TC
150
TAGStone Capital
North Carolina
$602K +$1.06K +16 +0.2%
4 5
6
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