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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$1.02M -$202K -3,114 -16%
LC
127
LTG Capital
Massachusetts
$993K – – –
Prudential Financial
128
Prudential Financial
New Jersey
$982K +$131K +2,013 +15%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$928K -$515K -7,934 -36%
WCA
130
Waypoint Capital Advisors
Minnesota
$912K -$38.9K -600 -4%
CFS
131
Commonwealth Financial Services
West Virginia
$909K +$909K +14,019 New
MHWM
132
Montz Harcus Wealth Management
Louisiana
$886K -$1.3K -20 -0.1%
IWC
133
Integrated Wealth Concepts
Massachusetts
$872K +$479K +7,390 +122%
IMC Chicago
134
IMC Chicago
Illinois
$871K -$156K -2,400 -15%
KF
135
Krilogy Financial
Missouri
$862K -$115K -1,779 -12%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$859K -$38.1K -588 -4%
MOS
137
MGO One Seven
Ohio
$843K +$45.9K +707 +6%
MA
138
MONECO Advisors
Connecticut
$840K +$37.9K +584 +5%
CIA
139
Cape Investment Advisory
Georgia
$792K +$2.85K +44 +0.4%
PAS
140
Park Avenue Securities
New York
$777K -$176K -2,714 -18%
WI
141
WrapManager Inc
California
$755K -$122K -1,887 -14%
KAS
142
Kestra Advisory Services
Texas
$746K +$3.57K +55 +0.5%
DI
143
DFPG Investments
Utah
$730K -$1.05M -16,913 -59%
FAIM
144
Financial Advocates Investment Management
Washington
$727K +$428K +5,703 +143%
HA
145
HFG Advisors
Ohio
$724K -$259 -4 -0%
EA
146
Eclectic Associates
California
$723K – – –
KPWS
147
Kestra Private Wealth Services
Texas
$712K +$21.8K +336 +3%
TRCT
148
Tower Research Capital (TRC)
New York
$702K +$462K +7,125 +193%
MML Investors Services
149
MML Investors Services
Massachusetts
$691K +$267K +4,119 +63%
SL
150
Salomon & Ludwin
Virginia
$673K +$54.5K +840 +9%
4 5
6
7 8