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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
176
ACAS LLC
California
$634K +$73 +1 +0%
SCM
177
SOL Capital Management
Maryland
$611K – – –
SOS
178
Silver Oak Securities
Tennessee
$609K +$246K +3,347 +68%
PA
179
PFG Advisors
Arizona
$592K +$11.9K +162 +2%
JIC
180
Johnson Investment Counsel
Ohio
$586K – – –
BTWM
181
Baker Tilly Wealth Management
Wisconsin
$582K +$215K +2,927 +59%
PCIA
182
Prime Capital Investment Advisors
Kansas
$576K +$244K +3,323 +73%
WAG
183
Wallace Advisory Group
California
$562K -$1.69K -26 -0.3%
SPIA
184
Steward Partners Investment Advisory
New York
$556K +$149K +2,028 +37%
EFG
185
Everhart Financial Group
Ohio
$554K -$1.03K -14 -0.2%
RJA
186
Raymond James & Associates
Florida
$547K -$11.7M -159,124 -96%
AWA
187
ARQ Wealth Advisors
Arizona
$532K -$111K -1,514 -17%
FW
188
FirstPurpose Wealth
Utah
$532K +$44.7K +609 +9%
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$522K +$6.16K +84 +1%
SIC
190
SJS Investment Consulting
Ohio
$514K – – –
NAM
191
NTV Asset Management
West Virginia
$508K – – –
SFP
192
Sterling Financial Planning
New Jersey
$508K +$172K +2,342 +51%
LA
193
LexAurum Advisors
Kansas
$498K -$20.8K -284 -4%
GRP
194
Global Retirement Partners
California
$493K +$166K +2,336 +51%
OBWG
195
Onyx Bridge Wealth Group
New York
$491K -$15K -205 -3%
OGF
196
Orin Green Financial
California
$486K -$64.5K -879 -12%
OFS
197
OneAscent Financial Services
Alabama
$481K +$481K +6,554 New
BFA
198
Bill Few Associates
Pennsylvania
$481K +$210K +2,860 +78%
NCFG
199
New Century Financial Group
New Jersey
$472K +$472K +6,434 New
JGCM
200
Joseph Group Capital Management
Ohio
$454K -$36.4K -496 -7%
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