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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$442K -$52.2K -791 -11%
AWAU
177
Alliance Wealth Advisors (Utah)
Utah
$425K +$14.5K +219 +4%
GWP
178
Gateway Wealth Partners
Wisconsin
$420K +$1.45K +22 +0.3%
SPC
179
Sigma Planning Corp
Michigan
$411K -$53.9K -815 -12%
LA
180
LexAurum Advisors
Kansas
$408K -$1.78K -27 -0.4%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$408K -$2.45K -37 -0.6%
MFWP
182
Mosaic Family Wealth Partners
Missouri
$393K -$40.4K -612 -9%
TI
183
Trexquant Investment
Connecticut
$392K +$392K +5,937 New
CGA
184
Crescent Grove Advisors
Illinois
$387K – – –
MF
185
Meridian Financial
Massachusetts
$387K – – –
CAGAS
186
Capital Advisory Group Advisory Services
Minnesota
$385K +$192K +2,940 +100%
SM
187
Sensible Money
Arizona
$380K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$376K +$42.8K +647 +13%
CG
189
Colony Group
Massachusetts
$375K -$277K -4,193 -43%
CA
190
Cetera Advisors
Colorado
$375K -$774K -11,719 -67%
IA
191
Insight Advisors
Pennsylvania
$368K -$5.75K -87 -2%
FW
192
FirstPurpose Wealth
Utah
$368K +$44.3K +671 +14%
AC
193
Avant Capital
Louisiana
$358K +$11K +167 +3%
BWA
194
Burt Wealth Advisors
Maryland
$347K – – –
PTC
195
Private Trust Company
Ohio
$340K +$34.2K +517 +11%
SG
196
StoneX Group
New York
$331K -$1.06K -16 -0.3%
AAS
197
Ameritas Advisory Services
Nebraska
$331K -$253K -3,823 -43%
CA
198
Centerpoint Advisors
Massachusetts
$329K -$87.5K -1,323 -21%
SFP
199
Sterling Financial Planning
New Jersey
$328K -$31.7K -479 -9%
KFP
200
KMG Fiduciary Partners
Ohio
$327K +$66 +1 +0%
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8
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