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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
Financial Engines Advisors
California
$112M
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
IWM
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$15M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
Alesco Advisors
New York
$41.3M
4
CFG
Cooper Financial Group
California
$0
5
KWM
Kingsview Wealth Management
Oregon
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
201
KMG Fiduciary Partners
Ohio
$314K – – –
BFA
202
Beaumont Financial Advisors
Massachusetts
$312K -$139K -2,138 -31%
FPCP
203
Fort Point Capital Partners
California
$310K -$6.1K -94 -2%
SG
204
StoneX Group
New York
$307K – – –
MFWP
205
Mosaic Family Wealth Partners
Missouri
$303K -$18.6K -287 -6%
SFP
206
Sterling Financial Planning
New Jersey
$297K +$195 +3 +0.1%
CA
207
Centerpoint Advisors
Massachusetts
$294K -$11.2K -172 -4%
PCIA
208
Prime Capital Investment Advisors
Kansas
$294K -$39.5K -609 -12%
CWS
209
Cypress Wealth Services
California
$292K -$1.95K -30 -0.7%
GRP
210
Global Retirement Partners
California
$291K -$37.6K -596 -11%
CFGS
211
Concourse Financial Group Securities
Alabama
$289K +$52.3K +806 +22%
Brown Advisory
212
Brown Advisory
Maryland
$281K -$36.2K -558 -11%
AWA
213
Acorn Wealth Advisors
Michigan
$277K +$714 +11 +0.3%
William Blair & Company
214
William Blair & Company
Illinois
$260K – – –
BW
215
BIP Wealth
Georgia
$248K -$45.1K -696 -15%
DCS
216
Destiny Capital Securities
Colorado
$246K +$246K +3,786 New
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$245K +$245K +3,775 New
PTC
218
Private Trust Company
Ohio
$243K -$12.7K -196 -5%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$241K -$15.4K -238 -6%
BFA
220
Bill Few Associates
Pennsylvania
$239K +$5.84K +90 +3%
SDWMA
221
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K – – –
FFN
222
Focus Financial Network
Minnesota
$236K -$2.14K -33 -0.9%
NAM
223
NorthCrest Asset Manangement
Minnesota
$232K -$6.94K -107 -3%
1WM
224
1900 Wealth Management
Texas
$231K -$17.6K -271 -7%
AP
225
Appleton Partners
Massachusetts
$230K -$46.4K -717 -17%
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