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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$1.48M -$21.9K -298 -1%
WA
127
Wambolt & Associates
Colorado
$1.47M -$371K -5,057 -20%
IA
128
IFG Advisory
Georgia
$1.42M +$93.3K +1,271 +7%
SCP
129
Stevens Capital Partners
Nebraska
$1.41M +$36.3K +495 +3%
DSN
130
D. Scott Neal
Kentucky
$1.38M +$11.5K +157 +0.8%
Truist Financial
131
Truist Financial
North Carolina
$1.33M +$174K +2,373 +15%
PFA
132
Pure Financial Advisors
California
$1.3M -$9.61K -131 -0.7%
MWPCG
133
Measured Wealth Private Client Group
New Hampshire
$1.24M -$105K -1,429 -8%
TPSF
134
Texas Permanent School Fund
Texas
$1.21M – – –
AF
135
Allworth Financial
California
$1.21M +$9.98K +136 +0.8%
WAM
136
Weinberger Asset Management
California
$1.17M -$125K -1,706 -10%
LC
137
LTG Capital
Massachusetts
$1.13M +$8.44K +115 +0.8%
LAM
138
Lewis Asset Management
California
$1.12M +$1.12M +15,322 New
GLA
139
Good Life Advisors
Pennsylvania
$1.12M +$1.12M +15,265 New
SL
140
SWMG LLC
Texas
$1.1M -$1.23M -16,795 -53%
Goldman Sachs
141
Goldman Sachs
New York
$1.09M -$1.01M -13,758 -48%
CFGA
142
Cambridge Financial Group (Arizona)
Arizona
$1.07M +$1.07M +14,639 New
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$1.06M +$90K +1,226 +9%
WCA
144
Waypoint Capital Advisors
Minnesota
$1.03M – – –
MOS
145
MGO One Seven
Ohio
$1.02M +$62.7K +854 +7%
MHWM
146
Montz Harcus Wealth Management
Louisiana
$1.01M +$3.89K +53 +0.4%
CI
147
CX Institutional
Indiana
$997K +$997K +13,586 New
KF
148
Krilogy Financial
Missouri
$976K +$220 +3 +0%
DWM
149
Drive Wealth Management
Utah
$973K -$471K -6,415 -33%
MA
150
MONECO Advisors
Connecticut
$955K +$4.04K +55 +0.4%
4 5
6
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