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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$629K -$3.8K -50 -0.6%
JIC
177
Johnson Investment Counsel
Ohio
$607K – – –
KAS
178
KPP Advisory Services
Kentucky
$602K +$602K +7,921 New
WAG
179
Wallace Advisory Group
California
$601K -$34.7K -473 -5%
PA
180
PFG Advisors
Arizona
$567K -$46.2K -608 -8%
CWS
181
Confluence Wealth Services
Pennsylvania
$563K +$563K +7,405 New
AWAU
182
Alliance Wealth Advisors (Utah)
Utah
$561K +$19.7K +259 +4%
EFG
183
Everhart Financial Group
Ohio
$560K -$14.2K -187 -2%
RJA
184
Raymond James & Associates
Florida
$548K -$19.1K -251 -3%
FW
185
FirstPurpose Wealth
Utah
$538K +$7.83K +107 +1%
SIC
186
SJS Investment Consulting
Ohio
$532K – – –
FTUS
187
Flow Traders U.S.
New York
$526K +$526K +6,926 New
CAG
188
Csenge Advisory Group
Florida
$524K -$382K -5,029 -42%
LA
189
LexAurum Advisors
Kansas
$516K – – –
AFG
190
ABLE Financial Group
Arizona
$514K -$9.03M -118,801 -95%
LWM
191
LongView Wealth Management
Georgia
$510K +$38.8K +510 +8%
LNC
192
Lincoln National Corp
Pennsylvania
$508K +$209K +2,747 +70%
AL
193
ACAS LLC
California
$505K -$152K -2,002 -23%
SOS
194
Silver Oak Securities
Tennessee
$501K -$130K -1,715 -21%
OGF
195
Orin Green Financial
California
$500K -$486K -6,621 Closed
SFP
196
Sterling Financial Planning
New Jersey
$499K -$27K -355 -5%
BFA
197
Bill Few Associates
Pennsylvania
$498K +$152 +2 +0%
OBWG
198
Onyx Bridge Wealth Group
New York
$485K +$1.44K +20 +0.3%
BTWM
199
Baker Tilly Wealth Management
Wisconsin
$483K -$119K -1,572 -20%
OFS
200
OneAscent Financial Services
Alabama
$467K -$31K -408 -6%
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