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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
151
Good Life Advisors
Pennsylvania
$880K -$280K -3,688 -24%
CFO
152
Collective Family Office
Pennsylvania
$844K +$76 +1 +0%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$842K +$842K +11,074 New
WI
154
WrapManager Inc
California
$827K -$48.4K -637 -6%
MCM
155
MidAtlantic Capital Management
Virginia
$822K – – –
EA
156
Eclectic Associates
California
$807K -$27K -355 -3%
NG
157
Norden Group
Utah
$788K +$788K +10,369 New
MPCA
158
Madison Park Capital Advisors
Washington
$788K +$41.8K +550 +6%
DWM
159
Drive Wealth Management
Utah
$785K -$223K -2,930 -22%
HAG
160
HF Advisory Group
Maryland
$775K +$112K +1,473 +17%
Renaissance Technologies
161
Renaissance Technologies
New York
$762K -$20.9K -275 -3%
KFGK
162
Keystone Financial Group (Kentucky)
Kentucky
$758K -$6.23K -82 -0.8%
Comerica Bank
163
Comerica Bank
Texas
$755K +$24K +316 +3%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$747K -$128K -1,687 -15%
PSF
165
Pacific Sun Financial
California
$709K – – –
AWA
166
ARQ Wealth Advisors
Arizona
$703K +$151K +1,993 +27%
TC
167
TAGStone Capital
North Carolina
$702K +$2.51K +33 +0.4%
IWA
168
Invera Wealth Advisors
Oregon
$698K -$1.35M -19,110 -66%
ACM
169
Advance Capital Management
Michigan
$691K – – –
BFM
170
Broadview Financial Management
Wisconsin
$690K +$18.4K +242 +3%
PAS
171
Park Avenue Securities
New York
$687K -$1.43M -18,758 -67%
BCM
172
Brookstone Capital Management
Illinois
$685K -$24K -316 -3%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$681K -$4.57M -60,153 -87%
GRP
174
Global Retirement Partners
California
$670K +$141K +1,861 +27%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$665K +$503K +6,613 +310%
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