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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMC Chicago
126
IMC Chicago
Illinois
$1.09M -$104K -1,517 -9%
IWM
127
IHT Wealth Management
Illinois
$1.06M +$24.1K +350 +2%
LC
128
LTG Capital
Massachusetts
$1.05M -$14.2K -206 -1%
KF
129
Krilogy Financial
Missouri
$1.04M -$4.47K -65 -0.4%
PAS
130
Park Avenue Securities
New York
$1.01M +$74K +1,076 +8%
WCA
131
Waypoint Capital Advisors
Minnesota
$1.01M – – –
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$952K -$21.3K -310 -2%
MHWM
133
Montz Harcus Wealth Management
Louisiana
$941K +$10.7K +156 +1%
WI
134
WrapManager Inc
California
$930K +$13K +189 +1%
Prudential Financial
135
Prudential Financial
New Jersey
$903K +$293K +4,264 +48%
FTUS
136
Flow Traders U.S.
New York
$860K +$860K +12,506 New
MA
137
MONECO Advisors
Connecticut
$851K +$387K +5,626 +83%
MOS
138
MGO One Seven
Ohio
$846K +$96K +1,395 +13%
CIA
139
Cape Investment Advisory
Georgia
$837K +$3.3K +48 +0.4%
KAS
140
Kestra Advisory Services
Texas
$787K -$6.81K -99 -0.9%
HA
141
HFG Advisors
Ohio
$768K +$75.5K +1,098 +11%
EA
142
Eclectic Associates
California
$767K – – –
KPWS
143
Kestra Private Wealth Services
Texas
$732K +$69 +1 +0%
SCM
144
SOL Capital Management
Maryland
$673K -$6.88K -100 -1%
CWM
145
Cornerstone Wealth Management
Missouri
$671K -$49.2K -715 -7%
BCM
146
Brookstone Capital Management
Illinois
$668K -$95.6K -1,397 -13%
SL
147
Salomon & Ludwin
Virginia
$656K -$206 -3 -0%
BFM
148
Broadview Financial Management
Wisconsin
$650K +$10.2K +149 +2%
PA
149
PFG Advisors
Arizona
$644K +$58.9K +857 +10%
PSF
150
Pacific Sun Financial
California
$638K +$638K +9,659 New
4 5
6
7 8