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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
STALEY CAPITAL ADVISERS
Pennsylvania
$327K -$3.31K -50 -1%
CWM
202
Catalyst Wealth Management
Georgia
$327K -$37.3K -564 -10%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$327K +$33.3K +504 +11%
Brown Advisory
204
Brown Advisory
Maryland
$323K – – –
MWM
205
Meridian Wealth Management
Kentucky
$321K +$19.5K +295 +6%
FPCP
206
Fort Point Capital Partners
California
$321K +$6.81K +103 +2%
AR
207
Apeiron RIA
Texas
$314K +$10.9K +166 +4%
1WM
208
1900 Wealth Management
Texas
$312K +$29.7K +458 +11%
PCIA
209
Prime Capital Investment Advisors
Kansas
$311K -$27.2K -412 -8%
BW
210
BIP Wealth
Georgia
$308K +$308K +4,663 New
CWS
211
Cypress Wealth Services
California
$308K -$2.31K -35 -0.7%
RWM
212
Rockwood Wealth Management
Pennsylvania
$301K -$12.8K -193 -4%
CTC
213
Central Trust Company
Missouri
$284K – – –
AP
214
Appleton Partners
Massachusetts
$283K – – –
AWA
215
Acorn Wealth Advisors
Michigan
$282K +$661 +10 +0.2%
CCM
216
Condor Capital Management
New Jersey
$281K -$13.1K -198 -4%
JWCA
217
J.W. Cole Advisors
Florida
$274K -$64.2K -971 -19%
DC
218
Destiny Capital
Colorado
$264K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$262K +$8.06K +122 +3%
AWM
220
Affinity Wealth Management
Delaware
$260K +$11.9K +180 +5%
BWFA
221
Baltimore-Washington Financial Advisors
Maryland
$258K -$7.8K -118 -3%
William Blair & Company
222
William Blair & Company
Illinois
$257K +$78K +1,180 +44%
PFA
223
Pinnacle Family Advisors
Missouri
$257K -$1.92M -29,052 -88%
AFG
224
Atomi Financial Group
New York
$253K +$253K +3,827 New
SFC
225
Strategic Financial Concepts
Texas
$251K +$251K +3,794 New
7 8
9
10 11