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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$1.19M +$542K +6,826 +84%
AF
127
Allworth Financial
California
$1.18M -$21.7K -273 -2%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$1.17M +$32.6K +410 +3%
LAM
129
Lewis Asset Management
California
$1.14M -$3.18K -40 -0.3%
WCA
130
Waypoint Capital Advisors
Minnesota
$1.11M – – –
MHWM
131
Montz Harcus Wealth Management
Louisiana
$1.11M +$10.8K +136 +1%
SL
132
Salomon & Ludwin
Virginia
$1.09M +$51.2K +644 +5%
WAM
133
Weinberger Asset Management
California
$1.07M -$24.3K -306 -2%
MA
134
MONECO Advisors
Connecticut
$1.07M +$6.52K +82 +0.6%
CI
135
CX Institutional
Indiana
$1.05M -$77K -969 -7%
AFTS
136
American Financial & Tax Strategies
New York
$1.05M +$51.7K +651 +5%
HAG
137
HF Advisory Group
Maryland
$1.02M +$26.7K +336 +3%
CIA
138
Cape Investment Advisory
Georgia
$972K +$3.5K +44 +0.4%
TRCT
139
Tower Research Capital (TRC)
New York
$971K +$971K +12,222 New
KPWS
140
Kestra Private Wealth Services
Texas
$971K +$27.9K +351 +3%
KF
141
Krilogy Financial
Missouri
$939K -$10.7K -135 -1%
GRP
142
Global Retirement Partners
California
$935K -$1.96M -24,702 -68%
CFS
143
Commonwealth Financial Services
West Virginia
$933K -$43.4K -552 -4%
CFO
144
Collective Family Office
Pennsylvania
$926K +$44K +554 +5%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$922K +$238 +3 +0%
HA
146
HFG Advisors
Ohio
$920K -$7.95K -100 -0.9%
WA
147
Wambolt & Associates
Colorado
$913K -$86K -1,092 -9%
FFA
148
Florida Financial Advisors
Florida
$906K +$135K +1,697 +17%
IWA
149
Invera Wealth Advisors
Oregon
$874K +$29.6K +352 +4%
SWP
150
Stratos Wealth Partners
Ohio
$871K -$388K -4,877 -31%
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