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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
CCMG
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
Stifel Financial
Missouri
$105M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.9M
2
PPW
Parcion Private Wealth
Washington
$0
3
NP
NorthRock Partners
Minnesota
$42.7M
4
TCM
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
176
Onyx Bridge Wealth Group
New York
$470K +$470K +7,015 New
IWA
177
Inspirion Wealth Advisors
Illinois
$467K +$239K +3,686 +104%
JGCM
178
Joseph Group Capital Management
Ohio
$464K +$11.9K +184 +3%
HAG
179
HF Advisory Group
Maryland
$459K +$459K +7,092 New
SPC
180
Sigma Planning Corp
Michigan
$455K -$7.83K -121 -2%
SIC
181
SJS Investment Consulting
Ohio
$453K – – –
MSAM
182
Moloney Securities Asset Management
Missouri
$444K +$94.8K +1,464 +27%
NAM
183
NTV Asset Management
West Virginia
$435K – – –
MFWP
184
Mosaic Family Wealth Partners
Missouri
$424K +$424K +6,556 New
GWP
185
Gateway Wealth Partners
Wisconsin
$410K +$410K +6,336 New
CA
186
Centerpoint Advisors
Massachusetts
$408K -$51.9K -802 -11%
PA
187
PFG Advisors
Arizona
$408K +$110K +1,700 +37%
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$405K +$34.5K +533 +9%
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$402K +$402K +6,218 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$402K +$324 +5 +0.1%
LA
191
LexAurum Advisors
Kansas
$402K -$24.7K -381 -6%
FWM
192
Foresight Wealth Management
Utah
$383K -$3.15M -48,661 -89%
CGA
193
Crescent Grove Advisors
Illinois
$380K +$28.8K +445 +8%
MF
194
Meridian Financial
Massachusetts
$379K – – –
SM
195
Sensible Money
Arizona
$372K +$372K +5,747 New
IA
196
Insight Advisors
Pennsylvania
$366K +$29.9K +463 +9%
MWA
197
Motive Wealth Advisors
Michigan
$365K -$53.9K -833 -13%
KFS
198
Kelly Financial Services
Massachusetts
$361K +$357K +5,524 +9,524%
CWM
199
Catalyst Wealth Management
Georgia
$357K +$357K +5,512 New
SFP
200
Sterling Financial Planning
New Jersey
$352K +$23.4K +362 +7%
6 7
8
9 10