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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
151
Beaumont Financial Advisors
Massachusetts
$715K -$1.62K -25 -0.2%
SCM
152
SOL Capital Management
Maryland
$690K – – –
KPWS
153
Kestra Private Wealth Services
Texas
$689K – – –
MOS
154
MGO One Seven
Ohio
$687K +$195K +3,013 +40%
HA
155
HFG Advisors
Ohio
$654K -$77.1K -1,192 -11%
CG
156
Colony Group
Massachusetts
$638K +$94.1K +1,454 +17%
US Bancorp
157
US Bancorp
Minnesota
$626K +$618K +9,554 +8,381%
PSF
158
Pacific Sun Financial
California
$615K -$12.3K -190 -2%
SL
159
Salomon & Ludwin
Virginia
$608K +$171K +2,640 +39%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$607K +$336K +5,185 +124%
BCM
161
Brookstone Capital Management
Illinois
$601K +$25.8K +385 +4%
BFM
162
Broadview Financial Management
Wisconsin
$601K -$48K -741 -7%
ACM
163
Advance Capital Management
Michigan
$599K – – –
TC
164
TAGStone Capital
North Carolina
$589K +$583 +9 +0.1%
AAS
165
Ameritas Advisory Services
Nebraska
$572K +$267K +4,131 +88%
TIM
166
Thompson Investment Management
Wisconsin
$570K +$3.24K +50 +0.6%
WAG
167
Wallace Advisory Group
California
$567K +$567K +8,757 New
AL
168
ACAS LLC
California
$560K +$560K +8,660 New
SWM
169
Spire Wealth Management
Virginia
$541K +$541K +8,366 New
JIC
170
Johnson Investment Counsel
Ohio
$517K – – –
PAG
171
Private Advisor Group
New Jersey
$514K +$172K +45,303 +50%
EFG
172
Everhart Financial Group
Ohio
$505K +$75.2K +1,162 +18%
OGF
173
Orin Green Financial
California
$500K -$18.6K -287 -4%
IWC
174
Integrated Wealth Concepts
Massachusetts
$484K +$484K +7,485 New
VCM
175
Virtue Capital Management
Tennessee
$475K +$475K +7,332 New
5 6
7
8 9