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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
176
Onyx Bridge Wealth Group
New York
$448K +$1.56K +24 +0.3%
JGCM
177
Joseph Group Capital Management
Ohio
$433K -$18.6K -286 -4%
FW
178
FirstPurpose Wealth
Utah
$430K +$10.2K +157 +2%
MSAM
179
Moloney Securities Asset Management
Missouri
$419K -$71.4K -1,101 -15%
NA
180
NewEdge Advisors
Louisiana
$413K -$60K -925 -13%
CGA
181
Crescent Grove Advisors
Illinois
$380K – – –
MWM
182
Meridian Wealth Management
Kentucky
$380K +$38.5K +593 +11%
NS
183
NBC Securities
Alabama
$374K +$374K +5,770 New
MF
184
Meridian Financial
Massachusetts
$374K -$6.49K -100 -2%
SM
185
Sensible Money
Arizona
$373K – – –
SFC
186
Strategic Financial Concepts
Texas
$369K +$114K +1,758 +45%
CG
187
Colony Group
Massachusetts
$368K – – –
WC
188
Waterloo Capital
Texas
$366K +$366K +5,636 New
IA
189
Insight Advisors
Pennsylvania
$362K +$1.04K +16 +0.3%
SPIA
190
Steward Partners Investment Advisory
New York
$360K +$19.8K +305 +6%
BCI
191
Brinker Capital Investments
Pennsylvania
$350K -$114K -1,762 -25%
OPS
192
Orion Portfolio Solutions
Nebraska
$350K -$114K -1,762 -25%
AR
193
Apeiron RIA
Texas
$350K +$31.1K +479 +10%
BWA
194
Burt Wealth Advisors
Maryland
$348K – – –
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$331K – – –
AAS
196
Ameritas Advisory Services
Nebraska
$328K +$24.3K +384 +8%
AC
197
Avant Capital
Louisiana
$327K -$1.95K -30 -0.6%
BTWM
198
Baker Tilly Wealth Management
Wisconsin
$324K -$127K -1,951 -28%
CCM
199
Condor Capital Management
New Jersey
$321K +$49.7K +767 +18%
SOS
200
Silver Oak Securities
Tennessee
$321K +$38.4K +592 +14%
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