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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
201
StoneX Group
New York
$325K -$19.7K -286 -6%
CA
202
Centerpoint Advisors
Massachusetts
$324K -$18.6K -270 -5%
CWS
203
Cypress Wealth Services
California
$320K -$8.47K -120 -3%
SFP
204
Sterling Financial Planning
New Jersey
$315K -$26.6K -386 -8%
BW
205
BIP Wealth
Georgia
$311K -$9.35K -136 -3%
RWM
206
Rockwood Wealth Management
Pennsylvania
$308K -$4.88K -71 -2%
SOS
207
Silver Oak Securities
Tennessee
$300K +$300K +4,362 New
AP
208
Appleton Partners
Massachusetts
$294K -$1.38K -20 -0.5%
AWA
209
Acorn Wealth Advisors
Michigan
$293K – – –
CCM
210
Condor Capital Management
New Jersey
$288K -$3.99K -58 -1%
SPC
211
Sigma Planning Corp
Michigan
$279K -$148K -2,155 -35%
William Blair & Company
212
William Blair & Company
Illinois
$276K +$8.25K +120 +3%
FAIM
213
Financial Advocates Investment Management
Washington
$274K +$31K +451 +13%
WCM
214
Wealthcare Capital Management
Virginia
$272K +$34.8K +506 +15%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$272K -$153K -2,225 -36%
PTC
216
Private Trust Company
Ohio
$271K -$82.7K -1,202 -23%
SFC
217
Strategic Financial Concepts
Texas
$271K +$9.56K +139 +4%
1WM
218
1900 Wealth Management
Texas
$264K -$67.1K -976 -20%
DC
219
Destiny Capital
Colorado
$260K -$14.7K -214 -5%
GC
220
Gilbert & Cook
Iowa
$254K +$254K +3,693 New
TRCT
221
Tower Research Capital (TRC)
New York
$254K -$707K -10,273 -74%
NAM
222
NorthCrest Asset Manangement
Minnesota
$253K +$253K +3,683 New
FFN
223
Focus Financial Network
Minnesota
$252K +$1.38K +20 +0.5%
CFGS
224
Concourse Financial Group Securities
Alabama
$251K -$21.6K -314 -8%
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K – – –
7 8
9
10 11