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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$1.53M +$310K +3,862 +25%
MOS
127
MGO One Seven
Ohio
$1.52M +$80.8K +1,008 +6%
SWA
128
Stratos Wealth Advisors
Ohio
$1.51M -$32.1K -400 -2%
CFGA
129
Cambridge Financial Group (Arizona)
Arizona
$1.47M +$43.1K +537 +3%
SCP
130
Stevens Capital Partners
Nebraska
$1.45M +$13.2K +165 +0.9%
AFAS
131
Acorn Financial Advisory Services
Virginia
$1.43M – – –
CWA
132
Centennial Wealth Advisory
Michigan
$1.43M +$1.11M +13,873 +354%
Creative Planning
133
Creative Planning
Kansas
$1.41M +$40.6K +506 +3%
VWA
134
Visionary Wealth Advisors
Illinois
$1.41M +$6.1K +76 +0.4%
IA
135
IFG Advisory
Georgia
$1.41M +$26.4K +329 +2%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$1.39M +$461K +5,748 +50%
PFA
137
Pure Financial Advisors
California
$1.39M -$31.5K -393 -2%
CFO
138
Collective Family Office
Pennsylvania
$1.32M +$388K +4,833 +41%
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$1.28M +$93K +1,160 +8%
WANY
140
Wealthspire Advisors (New York)
New York
$1.27M +$1.27M +15,810 New
LC
141
LTG Capital
Massachusetts
$1.23M +$3.77K +47 +0.3%
AF
142
Allworth Financial
California
$1.22M -$21.1K -253 -2%
MCM
143
MAI Capital Management
Ohio
$1.19M -$54.9K -685 -4%
GRP
144
Global Retirement Partners
California
$1.18M +$238K +2,973 +25%
CI
145
CX Institutional
Indiana
$1.17M +$106K +1,318 +10%
FFA
146
Florida Financial Advisors
Florida
$1.15M +$234K +2,923 +26%
NAM
147
NorthCrest Asset Manangement
Minnesota
$1.12M +$544K +6,783 +94%
HAG
148
HF Advisory Group
Maryland
$1.12M +$92.1K +1,148 +9%
MYIA
149
Mount Yale Investment Advisors
Colorado
$1.1M +$372K +4,642 +51%
SL
150
Salomon & Ludwin
Virginia
$1.1M +$2.25K +28 +0.2%
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