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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
151
B.O.S.S. Retirement Advisors
Utah
$866K +$192K +2,411 +28%
MCM
152
MidAtlantic Capital Management
Virginia
$859K – – –
GLA
153
Good Life Advisors
Pennsylvania
$855K -$63K -793 -7%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$852K +$852K +10,725 New
PAS
155
Park Avenue Securities
New York
$845K +$21.7K +273 +3%
SOS
156
Silver Oak Securities
Tennessee
$843K +$324K +4,089 +63%
MPCA
157
Madison Park Capital Advisors
Washington
$838K +$6.68K +84 +0.8%
Two Sigma Investments
158
Two Sigma Investments
New York
$795K +$795K +10,000 New
EA
159
Eclectic Associates
California
$769K -$31.4K -395 -4%
FNWA
160
Financial Network Wealth Advisors
Utah
$761K +$21.9K +276 +3%
TC
161
TAGStone Capital
North Carolina
$741K +$3.1K +39 +0.4%
PSF
162
Pacific Sun Financial
California
$737K +$795 +10 +0.1%
MYIA
163
Mount Yale Investment Advisors
Colorado
$725K +$360K +4,534 +99%
ACM
164
Advance Capital Management
Michigan
$722K – – –
BFM
165
Broadview Financial Management
Wisconsin
$719K +$3.1K +39 +0.4%
AI
166
Atria Investments
North Carolina
$695K -$190K -2,395 -21%
BFA
167
Bill Few Associates
Pennsylvania
$678K +$115K +1,445 +20%
PWG
168
Portside Wealth Group
Utah
$675K -$2.78K -35 -0.4%
JIC
169
Johnson Investment Counsel
Ohio
$663K +$28.9K +364 +5%
AWA
170
ARQ Wealth Advisors
Arizona
$628K -$2.69K -34 -0.4%
WI
171
WrapManager Inc
California
$617K -$264K -3,327 -30%
SCM
172
SOL Capital Management
Maryland
$596K -$26.2K -330 -4%
EFG
173
Everhart Financial Group
Ohio
$577K -$1.75K -22 -0.3%
SL
174
SWMG LLC
Texas
$575K -$206K -2,457 -26%
NAM
175
NorthCrest Asset Manangement
Minnesota
$573K +$57.5K +724 +11%
5 6
7
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