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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
IWM
4
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
5
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
3
Alesco Advisors
New York
$41.3M
4
CFG
4
Cooper Financial Group
California
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$640K -$5.13M -79,035 -89%
CWM
152
Cornerstone Wealth Management
Missouri
$626K -$6.55K -101 -1%
BFM
153
Broadview Financial Management
Wisconsin
$616K +$2.79K +43 +0.5%
PSF
154
Pacific Sun Financial
California
$604K -$22.1K -340 -4%
WAG
155
Wallace Advisory Group
California
$598K -$4.06K -59 -0.7%
TC
156
TAGStone Capital
North Carolina
$595K +$1.56K +24 +0.3%
ACM
157
Advance Capital Management
Michigan
$590K – – –
AWA
158
ARQ Wealth Advisors
Arizona
$568K -$703K -10,840 -55%
IWA
159
Inspirion Wealth Advisors
Illinois
$563K +$57K +879 +11%
AL
160
ACAS LLC
California
$560K -$1.43K -22 -0.3%
BCM
161
Brookstone Capital Management
Illinois
$559K -$47.7K -767 -8%
TIM
162
Thompson Investment Management
Wisconsin
$546K +$26.1K +402 +5%
SCM
163
SOL Capital Management
Maryland
$540K -$94K -1,450 -15%
CA
164
Cetera Advisors
Colorado
$532K +$32.2K +497 +6%
JIC
165
Johnson Investment Counsel
Ohio
$518K – – –
HAG
166
HF Advisory Group
Maryland
$513K +$1.17K +18 +0.2%
PA
167
PFG Advisors
Arizona
$513K -$93.9K -1,447 -15%
EFG
168
Everhart Financial Group
Ohio
$491K -$13.6K -209 -3%
KAS
169
KPP Advisory Services
Kentucky
$490K +$490K +7,557 New
OGF
170
Orin Green Financial
California
$486K -$1.1K -17 -0.2%
CAG
171
Csenge Advisory Group
Florida
$463K -$9.47K -146 -2%
LA
172
LexAurum Advisors
Kansas
$459K -$843 -13 -0.2%
AWAU
173
Alliance Wealth Advisors (Utah)
Utah
$456K +$34.4K +530 +8%
SIC
174
SJS Investment Consulting
Ohio
$454K – – –
NAM
175
NTV Asset Management
West Virginia
$449K +$13K +200 +3%
5 6
7
8 9