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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$601K -$36.9M -559,084 -98%
BCI
152
Brinker Capital Investments
Pennsylvania
$601K +$601K +9,098 New
WAG
153
Wallace Advisory Group
California
$578K -$595 -9 -0.1%
AL
154
ACAS LLC
California
$572K +$132 +2 +0%
PA
155
PFG Advisors
Arizona
$562K +$146K +2,202 +35%
Prudential Financial
156
Prudential Financial
New Jersey
$543K +$231K +3,771 +74%
TIM
157
Thompson Investment Management
Wisconsin
$540K -$41.6K -630 -7%
MSAM
158
Moloney Securities Asset Management
Missouri
$534K +$81.6K +1,235 +18%
CPRC
159
Consolidated Portfolio Review Corp
New York
$529K +$529K +8,004 New
JIC
160
Johnson Investment Counsel
Ohio
$528K – – –
EFG
161
Everhart Financial Group
Ohio
$514K -$1.39K -21 -0.3%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$514K +$101K +1,523 +24%
OGF
163
Orin Green Financial
California
$508K -$3.04K -46 -0.6%
NA
164
NewEdge Advisors
Louisiana
$506K +$61.7K +933 +14%
IWA
165
Inspirion Wealth Advisors
Illinois
$495K +$18.5K +280 +4%
SWP
166
Stratos Wealth Partners
Ohio
$494K -$292K -4,416 -37%
HAG
167
HF Advisory Group
Maryland
$484K +$15.8K +239 +3%
JGCM
168
Joseph Group Capital Management
Ohio
$470K -$3.3K -50 -0.7%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$470K -$488K -7,386 -51%
OBWG
170
Onyx Bridge Wealth Group
New York
$465K +$1.39K +21 +0.3%
SIC
171
SJS Investment Consulting
Ohio
$463K – – –
MML Investors Services
172
MML Investors Services
Massachusetts
$458K -$1.28M -19,371 -74%
MA
173
MONECO Advisors
Connecticut
$446K +$446K +6,744 New
NAM
174
NTV Asset Management
West Virginia
$444K – – –
EWA
175
EP Wealth Advisors
California
$443K -$14.1M -205,627 -97%
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7
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