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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
126
LTG Capital
Massachusetts
$1.11M -$9.92K -136 -0.9%
LAM
127
Lewis Asset Management
California
$1.05M -$18.8K -258 -2%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$1.05M +$63.6K +872 +6%
CI
129
CX Institutional
Indiana
$1.03M -$11.5K -157 -1%
WCA
130
Waypoint Capital Advisors
Minnesota
$1.02M – – –
MHWM
131
Montz Harcus Wealth Management
Louisiana
$1.01M -$73 -1 -0%
WAM
132
Weinberger Asset Management
California
$1.01M -$55.2K -757 -5%
BCI
133
Brinker Capital Investments
Pennsylvania
$1M +$674K +9,234 +204%
OPS
134
Orion Portfolio Solutions
Nebraska
$1M +$674K +9,234 +204%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$980K +$919K +189,779 +1,492%
MA
136
MONECO Advisors
Connecticut
$977K -$49.7K -682 -5%
SL
137
Salomon & Ludwin
Virginia
$955K +$80.5K +1,103 +9%
WA
138
Wambolt & Associates
Colorado
$918K -$81K -1,120 -8%
AFTS
139
American Financial & Tax Strategies
New York
$913K +$46.8K +641 +5%
HAG
140
HF Advisory Group
Maryland
$912K +$168K +2,302 +23%
CFS
141
Commonwealth Financial Services
West Virginia
$897K -$16.9K -234 -2%
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$892K -$115K -1,573 -11%
CIA
143
Cape Investment Advisory
Georgia
$889K +$3.87K +53 +0.4%
KF
144
Krilogy Financial
Missouri
$872K -$61.3K -840 -7%
KPWS
145
Kestra Private Wealth Services
Texas
$866K +$18.2K +249 +2%
HA
146
HFG Advisors
Ohio
$852K -$2.92K -40 -0.3%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$846K +$129K +1,770 +18%
GLA
148
Good Life Advisors
Pennsylvania
$842K -$1.97K -27 -0.2%
MML Investors Services
149
MML Investors Services
Massachusetts
$830K -$270K -3,699 -25%
Renaissance Technologies
150
Renaissance Technologies
New York
$824K +$93K +1,275 +13%
4 5
6
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