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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Advance Capital Management
Michigan
$729K – – –
IWA
177
Inspirion Wealth Advisors
Illinois
$709K +$362K +4,500 +104%
BFM
178
Broadview Financial Management
Wisconsin
$684K -$41.5K -518 -6%
JIC
179
Johnson Investment Counsel
Ohio
$670K – – –
LA
180
LexAurum Advisors
Kansas
$666K +$174K +2,167 +35%
SCM
181
SOL Capital Management
Maryland
$626K +$24.1K +300 +4%
WI
182
WrapManager Inc
California
$618K -$5.29K -66 -0.8%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$614K +$189K +2,359 +45%
EFG
184
Everhart Financial Group
Ohio
$583K +$321 +4 +0.1%
KAS
185
KPP Advisory Services
Kentucky
$582K +$12.6K +157 +2%
PA
186
PFG Advisors
Arizona
$577K +$21.2K +264 +4%
CAG
187
Csenge Advisory Group
Florida
$571K +$4.41K +55 +0.8%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$566K +$140K +1,745 +33%
Cerity Partners
189
Cerity Partners
New York
$562K +$259K +3,242 +86%
SIC
190
SJS Investment Consulting
Ohio
$561K – – –
WP
191
WealthPLAN Partners
Nebraska
$558K – – –
AWA
192
ARQ Wealth Advisors
Arizona
$558K -$79.6K -993 -12%
SFG
193
Stonebridge Financial Group
Pennsylvania
$556K +$556K +6,934 New
LWM
194
LongView Wealth Management
Georgia
$543K +$1.85K +23 +0.3%
SL
195
SWMG LLC
Texas
$543K -$28.4K -340 -5%
Renaissance Technologies
196
Renaissance Technologies
New York
$529K +$24.1K +300 +5%
FWP
197
Falcon Wealth Planning
California
$529K +$529K +6,592 New
SG
198
Sharper & Granite
California
$525K +$98.2K +1,225 +23%
IA
199
Insight Advisors
Pennsylvania
$523K -$24.4K -305 -4%
SFP
200
Sterling Financial Planning
New Jersey
$523K -$1.44K -18 -0.3%
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