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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
201
Burt Wealth Advisors
Maryland
$340K – – –
AC
202
Avant Capital
Louisiana
$340K -$30.5K -472 -8%
Renaissance Technologies
203
Renaissance Technologies
New York
$337K +$337K +5,200 New
JWCA
204
J.W. Cole Advisors
Florida
$331K +$66.7K +1,030 +25%
PCIA
205
Prime Capital Investment Advisors
Kansas
$331K +$22.5K +347 +7%
Prudential Financial
206
Prudential Financial
New Jersey
$329K +$329K +5,091 New
SPIA
207
Steward Partners Investment Advisory
New York
$326K +$326K +5,045 New
SG
208
StoneX Group
New York
$326K -$59.9K -925 -16%
CA
209
Continuum Advisory
Idaho
$325K +$325K +5,017 New
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$323K – – –
KFP
211
KMG Fiduciary Partners
Ohio
$321K – – –
FW
212
FirstPurpose Wealth
Utah
$317K +$39K +602 +14%
Brown Advisory
213
Brown Advisory
Maryland
$316K – – –
FPCP
214
Fort Point Capital Partners
California
$307K +$1.17K +18 +0.4%
RWM
215
Rockwood Wealth Management
Pennsylvania
$307K -$20.7K -320 -6%
CWS
216
Cypress Wealth Services
California
$304K -$7.64K -118 -2%
AR
217
Apeiron RIA
Texas
$299K +$299K +4,623 New
PTC
218
Private Trust Company
Ohio
$299K -$27K -418 -8%
GRP
219
Global Retirement Partners
California
$298K +$388 +6 +0.1%
MWM
220
Meridian Wealth Management
Kentucky
$296K – – –
BOSSRA
221
B.O.S.S. Retirement Advisors
Utah
$289K +$289K +4,463 New
CCM
222
Condor Capital Management
New Jersey
$288K -$24.1K -373 -8%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$287K +$287K +4,442 New
DC
224
Destiny Capital
Colorado
$285K +$285K +3,999 New
TSS
225
Two Sigma Securities
New York
$283K +$283K +4,380 New
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