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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
151
Commonwealth Financial Services
West Virginia
$927K -$102K -1,384 -10%
CRI
152
Colonial River Investments
Virginia
$906K +$906K +12,346 New
AFTS
153
American Financial & Tax Strategies
New York
$903K +$903K +12,302 New
CIA
154
Cape Investment Advisory
Georgia
$901K +$5.21K +71 +0.6%
CAG
155
Csenge Advisory Group
Florida
$875K +$351K +4,778 +67%
HA
156
HFG Advisors
Ohio
$858K +$39.5K +538 +5%
KPWS
157
Kestra Private Wealth Services
Texas
$851K +$45.1K +614 +6%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$845K +$845K +11,519 New
WI
159
WrapManager Inc
California
$845K -$9.17K -125 -1%
DI
160
DFPG Investments
Utah
$816K -$23.5K -328 -3%
CFO
161
Collective Family Office
Pennsylvania
$815K +$815K +11,103 New
EA
162
Eclectic Associates
California
$805K -$12.6K -172 -2%
MCM
163
MidAtlantic Capital Management
Virginia
$794K +$794K +10,815 New
Renaissance Technologies
164
Renaissance Technologies
New York
$756K +$521K +7,100 +222%
KFGK
165
Keystone Financial Group (Kentucky)
Kentucky
$738K +$13.4K +182 +2%
NA
166
NewEdge Advisors
Louisiana
$732K +$269K +3,690 +58%
MPCA
167
Madison Park Capital Advisors
Washington
$720K +$720K +9,818 New
Comerica Bank
168
Comerica Bank
Texas
$706K -$534K -7,279 -43%
PSF
169
Pacific Sun Financial
California
$685K +$734 +10 +0.1%
BCM
170
Brookstone Capital Management
Illinois
$684K +$24.4K +333 +4%
TC
171
TAGStone Capital
North Carolina
$675K +$1.83K +25 +0.3%
SL
172
Salomon & Ludwin
Virginia
$673K – – –
ACM
173
Advance Capital Management
Michigan
$667K – – –
BFM
174
Broadview Financial Management
Wisconsin
$649K -$48.5K -661 -7%
HAG
175
HF Advisory Group
Maryland
$640K +$59.6K +812 +10%
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