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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TAGStone Capital
North Carolina
$629K +$2.68K +39 +0.4%
ACM
152
Advance Capital Management
Michigan
$625K -$11K -160 -2%
CPRC
153
Consolidated Portfolio Review Corp
New York
$598K +$47.5K +690 +9%
AL
154
ACAS LLC
California
$596K +$138 +2 +0%
WAG
155
Wallace Advisory Group
California
$578K – – –
TIM
156
Thompson Investment Management
Wisconsin
$551K -$11K -160 -2%
JIC
157
Johnson Investment Counsel
Ohio
$549K – – –
HAG
158
HF Advisory Group
Maryland
$543K +$38.7K +563 +8%
IWA
159
Inspirion Wealth Advisors
Illinois
$536K +$20.6K +300 +4%
EFG
160
Everhart Financial Group
Ohio
$535K +$344 +5 +0.1%
CA
161
Cetera Advisors
Colorado
$530K +$140K +2,035 +36%
MSAM
162
Moloney Securities Asset Management
Missouri
$520K -$35.8K -521 -6%
OGF
163
Orin Green Financial
California
$517K -$11.3K -165 -2%
SWP
164
Stratos Wealth Partners
Ohio
$512K -$1.93K -28 -0.4%
NA
165
NewEdge Advisors
Louisiana
$501K -$24.7K -359 -5%
CAG
166
Csenge Advisory Group
Florida
$501K -$612K -8,893 -55%
BCI
167
Brinker Capital Investments
Pennsylvania
$493K -$133K -1,934 -21%
OPS
168
Orion Portfolio Solutions
Nebraska
$493K -$133K -1,934 -21%
LA
169
LexAurum Advisors
Kansas
$487K +$62.3K +906 +15%
SIC
170
SJS Investment Consulting
Ohio
$481K – – –
JGCM
171
Joseph Group Capital Management
Ohio
$479K -$10.1K -147 -2%
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$478K -$56.4K -820 -11%
BFA
173
Beaumont Financial Advisors
Massachusetts
$478K -$225K -3,269 -32%
OBWG
174
Onyx Bridge Wealth Group
New York
$473K -$11K -160 -2%
NAM
175
NTV Asset Management
West Virginia
$463K – – –
5 6
7
8 9