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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
Equitable Holdings
New York
$23.2M
4
JCM
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
Financial Engines Advisors
California
$110M
3
BWG
Balanced Wealth Group
Ohio
$10.6M
4
FIA
Foundations Investment Advisors
Arizona
$0
5
RIM
Rockbridge Investment Management
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$566K +$9.62K +120 +2%
KAS
177
KPP Advisory Services
Kentucky
$565K -$77K -969 -12%
SIC
178
SJS Investment Consulting
Ohio
$556K – – –
WP
179
WealthPLAN Partners
Nebraska
$553K -$141K -1,770 -20%
PA
180
PFG Advisors
Arizona
$550K -$16.2K -204 -3%
IA
181
Insight Advisors
Pennsylvania
$544K +$31.4K +395 +6%
LWM
182
LongView Wealth Management
Georgia
$536K +$1.35K +17 +0.3%
RJA
183
Raymond James & Associates
Florida
$535K +$5.88K +74 +1%
SFP
184
Sterling Financial Planning
New Jersey
$519K +$795 +10 +0.2%
OGF
185
Orin Green Financial
California
$512K – – –
OBWG
186
Onyx Bridge Wealth Group
New York
$503K -$24K -302 -5%
Renaissance Technologies
187
Renaissance Technologies
New York
$501K -$397K -5,000 -44%
Comerica Bank
188
Comerica Bank
Texas
$495K -$17.2K -216 -3%
ECA
189
Elevated Capital Advisors
Utah
$490K +$490K +6,169 New
LA
190
LexAurum Advisors
Kansas
$488K -$51.5K -648 -10%
EWA
191
EP Wealth Advisors
California
$483K +$361K +4,544 +297%
SFC
192
Strategic Financial Concepts
Texas
$470K -$36.8M -463,752 -99%
CGA
193
Crescent Grove Advisors
Illinois
$466K – – –
SA
194
SpiderRock Advisors
Delaware
$466K +$466K +5,864 New
JGCM
195
Joseph Group Capital Management
Ohio
$463K +$8.26K +104 +2%
CWS
196
Confluence Wealth Services
Pennsylvania
$461K -$915K -11,510 -66%
PTC
197
Private Trust Company
Ohio
$460K +$196K +2,468 +74%
AL
198
ACAS LLC
California
$457K -$44.3K -558 -9%
SM
199
Sensible Money
Arizona
$457K – – –
MWM
200
Meridian Wealth Management
Kentucky
$451K – – –
6 7
8
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