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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
201
Citadel Advisors
Florida
$453K -$864K -11,770 -66%
AR
202
Apeiron RIA
Texas
$447K +$51.4K +701 +13%
LWM
203
LongView Wealth Management
Georgia
$447K +$447K +6,201 New
PMG
204
ProVise Management Group
Florida
$437K +$208K +2,830 +90%
CGA
205
Crescent Grove Advisors
Illinois
$430K – – –
MWM
206
Meridian Wealth Management
Kentucky
$430K – – –
IA
207
Insight Advisors
Pennsylvania
$429K +$18.5K +252 +5%
MSAM
208
Moloney Securities Asset Management
Missouri
$425K -$49.2K -670 -10%
CCM
209
Condor Capital Management
New Jersey
$422K +$58.3K +794 +16%
SM
210
Sensible Money
Arizona
$422K – – –
MF
211
Meridian Financial
Massachusetts
$416K -$7.34K -100 -2%
CWM
212
CCG Wealth Management
California
$391K +$391K +5,330 New
SG
213
Sharper & Granite
California
$391K +$391K +5,330 New
KFS
214
Kelly Financial Services
Massachusetts
$390K +$387K +5,269 +10,753%
QWM
215
Quadcap Wealth Management
Texas
$390K +$390K +5,311 New
SCA
216
STALEY CAPITAL ADVISERS
Pennsylvania
$375K – – –
AAS
217
Ameritas Advisory Services
Nebraska
$373K -$3.41K -47 -0.9%
BOSSRA
218
B.O.S.S. Retirement Advisors
Utah
$364K +$364K +4,960 New
AFG
219
Atomi Financial Group
New York
$363K +$363K +4,947 New
BWA
220
Burt Wealth Advisors
Maryland
$361K -$32.9K -448 -8%
US Bancorp
221
US Bancorp
Minnesota
$360K +$338K +4,610 +1,568%
KFP
222
KMG Fiduciary Partners
Ohio
$356K – – –
FPCP
223
Fort Point Capital Partners
California
$352K +$1.03K +14 +0.3%
Brown Advisory
224
Brown Advisory
Maryland
$332K +$14.3K +195 +5%
FAIM
225
Financial Advocates Investment Management
Washington
$328K -$382K -5,211 -54%
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