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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
Canandaigua National Bank & Trust
New York
$26M
3
APP
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
Wells Fargo
California
$31.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
Stifel Financial
Missouri
$41.8M
3
TCM
Tradewinds Capital Management
Washington
$183K
4
BFEC
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
LPL Financial
California
$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$813K -$617K -8,464 -43%
CFO
152
Collective Family Office
Pennsylvania
$810K – – –
WI
153
WrapManager Inc
California
$809K +$15.7K +215 +2%
NA
154
NewEdge Advisors
Louisiana
$794K +$371K +5,082 +88%
MCM
155
MidAtlantic Capital Management
Virginia
$789K – – –
MPCA
156
Madison Park Capital Advisors
Washington
$763K +$7.15K +98 +0.9%
PAS
157
Park Avenue Securities
New York
$755K +$96.1K +1,318 +15%
IWA
158
Invera Wealth Advisors
Oregon
$750K +$9.94K +133 +1%
DWM
159
Drive Wealth Management
Utah
$736K -$17.4K -239 -2%
EA
160
Eclectic Associates
California
$735K -$39.5K -542 -5%
FFA
161
Florida Financial Advisors
Florida
$708K +$708K +9,705 New
FNWA
162
Financial Network Wealth Advisors
Utah
$679K -$903K -12,382 -57%
SL
163
SWMG LLC
Texas
$678K -$431K -5,910 -39%
TC
164
TAGStone Capital
North Carolina
$677K +$3.65K +50 +0.5%
PSF
165
Pacific Sun Financial
California
$675K -$5.11K -70 -0.8%
ACM
166
Advance Capital Management
Michigan
$663K – – –
BFM
167
Broadview Financial Management
Wisconsin
$657K -$4.96K -68 -0.7%
WP
168
WealthPLAN Partners
Nebraska
$637K +$279K +3,831 +78%
BCM
169
Brookstone Capital Management
Illinois
$630K -$67.8K -875 -10%
PWG
170
Portside Wealth Group
Utah
$622K -$2.33M -32,008 -79%
BOSSRA
171
B.O.S.S. Retirement Advisors
Utah
$619K +$265K +3,627 +75%
KAS
172
KPP Advisory Services
Kentucky
$589K +$11.1K +152 +2%
AWA
173
ARQ Wealth Advisors
Arizona
$583K -$91.8K -1,258 -14%
JIC
174
Johnson Investment Counsel
Ohio
$582K – – –
SCM
175
SOL Capital Management
Maryland
$571K -$32.8K -450 -5%
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7
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