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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$539K -$1.02M -14,015 -65%
EFG
177
Everhart Financial Group
Ohio
$531K -$6.2K -85 -1%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$530K -$107K -1,473 -17%
PA
179
PFG Advisors
Arizona
$520K -$24.4K -334 -4%
BFA
180
Bill Few Associates
Pennsylvania
$517K +$39.1K +536 +8%
SIC
181
SJS Investment Consulting
Ohio
$511K – – –
CAG
182
Csenge Advisory Group
Florida
$506K +$3.57K +49 +0.7%
LA
183
LexAurum Advisors
Kansas
$495K – – –
AL
184
ACAS LLC
California
$495K -$26.3K -335 -5%
LWM
185
LongView Wealth Management
Georgia
$491K +$1.53K +21 +0.3%
PCIA
186
Prime Capital Investment Advisors
Kansas
$490K -$370K -5,079 -43%
RJA
187
Raymond James & Associates
Florida
$486K -$39.6K -543 -8%
OBWG
188
Onyx Bridge Wealth Group
New York
$484K -$5.91K -81 -1%
SOS
189
Silver Oak Securities
Tennessee
$477K -$3.72K -51 -0.8%
SFP
190
Sterling Financial Planning
New Jersey
$476K -$3.28K -45 -0.7%
NAM
191
NorthCrest Asset Manangement
Minnesota
$473K +$100K +1,377 +27%
IA
192
Insight Advisors
Pennsylvania
$471K +$73.6K +1,009 +19%
Comerica Bank
193
Comerica Bank
Texas
$470K -$255K -3,492 -35%
OGF
194
Orin Green Financial
California
$470K +$470K +6,443 New
OFS
195
OneAscent Financial Services
Alabama
$451K +$2.34K +32 +0.5%
CGA
196
Crescent Grove Advisors
Illinois
$428K – – –
CWM
197
CCG Wealth Management
California
$420K – – –
SM
198
Sensible Money
Arizona
$419K – – –
JGCM
199
Joseph Group Capital Management
Ohio
$417K -$6.05K -83 -1%
MWM
200
Meridian Wealth Management
Kentucky
$414K +$414K +5,671 New
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