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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFTS
151
American Financial & Tax Strategies
New York
$1.1M +$46K +573 +4%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$1.1M -$12M -149,018 -92%
MML Investors Services
153
MML Investors Services
Massachusetts
$1.08M +$785K +9,791 +270%
LAM
154
Lewis Asset Management
California
$1.06M -$91K -1,135 -8%
HA
155
HFG Advisors
Ohio
$1.05M +$120K +1,493 +13%
WAM
156
Weinberger Asset Management
California
$1.01M -$72.1K -899 -7%
CIA
157
Cape Investment Advisory
Georgia
$985K +$4.65K +58 +0.5%
KF
158
Krilogy Financial
Missouri
$976K +$28.9K +360 +3%
PAS
159
Park Avenue Securities
New York
$956K +$104K +1,292 +12%
CFS
160
Commonwealth Financial Services
West Virginia
$939K -$11.7K -146 -1%
BFA
161
Bill Few Associates
Pennsylvania
$891K +$207K +2,577 +30%
IWA
162
Invera Wealth Advisors
Oregon
$890K +$20.8K +249 +2%
WA
163
Wambolt & Associates
Colorado
$871K -$59.9K -747 -6%
MCM
164
MidAtlantic Capital Management
Virginia
$867K – – –
KFGK
165
Keystone Financial Group (Kentucky)
Kentucky
$861K +$722 +9 +0.1%
SOS
166
Silver Oak Securities
Tennessee
$831K -$17.1K -214 -2%
GLA
167
Good Life Advisors
Pennsylvania
$826K -$36.3K -452 -4%
MAMG
168
Milestone Asset Management Group
Connecticut
$809K +$809K +10,090 New
AI
169
Atria Investments
North Carolina
$802K +$100K +1,252 +14%
EA
170
Eclectic Associates
California
$757K -$19.6K -245 -3%
TC
171
TAGStone Capital
North Carolina
$752K +$4.33K +54 +0.6%
PWG
172
Portside Wealth Group
Utah
$742K +$61K +761 +9%
FA
173
Fiduciary Alliance
South Carolina
$736K +$736K +9,178 New
ECA
174
Elevated Capital Advisors
Utah
$733K +$238K +2,972 +48%
PSF
175
Pacific Sun Financial
California
$731K -$12K -150 -2%
5 6
7
8 9