MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$452K -$1.8M -26,193 -80%
MML Investors Services
177
MML Investors Services
Massachusetts
$450K -$27K -392 -6%
AWAU
178
Alliance Wealth Advisors (Utah)
Utah
$447K +$4.68K +68 +1%
FW
179
FirstPurpose Wealth
Utah
$446K +$63.1K +917 +16%
GWP
180
Gateway Wealth Partners
Wisconsin
$437K – – –
IWC
181
Integrated Wealth Concepts
Massachusetts
$416K -$44.4K -645 -10%
CGA
182
Crescent Grove Advisors
Illinois
$403K – – –
MF
183
Meridian Financial
Massachusetts
$403K – – –
SM
184
Sensible Money
Arizona
$395K – – –
AWM
185
Apollon Wealth Management
South Carolina
$395K +$395K +5,739 New
CG
186
Colony Group
Massachusetts
$390K – – –
IA
187
Insight Advisors
Pennsylvania
$383K – – –
BWA
188
Burt Wealth Advisors
Maryland
$369K +$7.91K +115 +2%
MWM
189
Meridian Wealth Management
Kentucky
$362K +$27.5K +400 +8%
SPIA
190
Steward Partners Investment Advisory
New York
$361K -$30.7K -447 -8%
GRP
191
Global Retirement Partners
California
$358K -$373K -5,420 -51%
PCIA
192
Prime Capital Investment Advisors
Kansas
$353K +$29.9K +435 +9%
SCA
193
STALEY CAPITAL ADVISERS
Pennsylvania
$352K +$11.7K +170 +3%
AC
194
Avant Capital
Louisiana
$348K -$24.3K -353 -7%
MFWP
195
Mosaic Family Wealth Partners
Missouri
$341K -$67.7K -984 -17%
AR
196
Apeiron RIA
Texas
$338K +$8.6K +125 +3%
Brown Advisory
197
Brown Advisory
Maryland
$336K – – –
FPCP
198
Fort Point Capital Partners
California
$335K +$1.17K +17 +0.4%
KFP
199
KMG Fiduciary Partners
Ohio
$333K -$7.29K -106 -2%
AAS
200
Ameritas Advisory Services
Nebraska
$329K -$14.3K -209 -4%
6 7
8
9 10