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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGA
126
Cambridge Financial Group (Arizona)
Arizona
$1.2M +$88.8K +1,168 +8%
AF
127
Allworth Financial
California
$1.18M -$75.4K -992 -6%
LC
128
LTG Capital
Massachusetts
$1.16M -$9.04K -119 -0.8%
SL
129
SWMG LLC
Texas
$1.16M +$17.9K +235 +2%
MML Investors Services
130
MML Investors Services
Massachusetts
$1.15M -$2.93M -38,534 -72%
LAM
131
Lewis Asset Management
California
$1.11M -$50.4K -663 -4%
WAM
132
Weinberger Asset Management
California
$1.11M -$107K -1,404 -9%
CI
133
CX Institutional
Indiana
$1.09M +$57.2K +753 +6%
MOS
134
MGO One Seven
Ohio
$1.08M +$31.3K +412 +3%
MA
135
MONECO Advisors
Connecticut
$1.07M +$80.8K +1,063 +8%
WCA
136
Waypoint Capital Advisors
Minnesota
$1.07M -$2.36K -31 -0.2%
MHWM
137
Montz Harcus Wealth Management
Louisiana
$1.05M +$9.42K +124 +0.9%
MWPCG
138
Measured Wealth Private Client Group
New Hampshire
$1.05M -$240K -3,152 -19%
WA
139
Wambolt & Associates
Colorado
$1.04M -$465K -6,172 -31%
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$1.02M -$76K -1,000 -7%
DAS
141
Diversify Advisory Services
Utah
$1.01M +$1.01M +13,430 New
KF
142
Krilogy Financial
Missouri
$972K -$38.8K -510 -4%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$967K -$604K -7,945 -38%
CFS
144
Commonwealth Financial Services
West Virginia
$927K – – –
CIA
145
Cape Investment Advisory
Georgia
$922K -$11.4K -150 -1%
SL
146
Salomon & Ludwin
Virginia
$911K +$123K +1,613 +16%
AFTS
147
American Financial & Tax Strategies
New York
$903K -$32.1K -423 -3%
PCIA
148
Prime Capital Investment Advisors
Kansas
$897K +$300K +3,949 +50%
HA
149
HFG Advisors
Ohio
$891K +$1.75K +23 +0.2%
KPWS
150
Kestra Private Wealth Services
Texas
$883K +$1.6K +21 +0.2%
4 5
6
7 8