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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
2
CNBT
Canandaigua National Bank & Trust
New York
+$26M
3
APP
Avantax Planning Partners
Iowa
+$16.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.36M
5
Wells Fargo
Wells Fargo
California
+$5.98M

Top Sellers

1
TC
TownSquare Capital
Utah
-$50.9M
2
Stifel Financial
Stifel Financial
Missouri
-$26.3M
3
TCM
Tradewinds Capital Management
Washington
-$15.9M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.8M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
201
Meridian Financial
Massachusetts
$413K – – –
AWS
202
Atria Wealth Solutions
New York
$401K +$132K +1,803 +49%
PMG
203
ProVise Management Group
Florida
$390K -$45.2K -620 -10%
SG
204
Sharper & Granite
California
$385K -$34.3K -470 -8%
AR
205
Apeiron RIA
Texas
$382K -$34K -466 -8%
SCA
206
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
BWA
207
Burt Wealth Advisors
Maryland
$361K -$40.3K -552 -10%
CCM
208
Condor Capital Management
New Jersey
$360K -$5.47K -75 -1%
KFP
209
KMG Fiduciary Partners
Ohio
$354K – – –
AFG
210
ABLE Financial Group
Arizona
$352K -$141K -1,939 -29%
FAIM
211
Financial Advocates Investment Management
Washington
$348K +$5.62K +77 +2%
WAG
212
Wallace Advisory Group
California
$346K -$251K -3,444 -42%
FPCP
213
Fort Point Capital Partners
California
$344K +$1.39K +19 +0.4%
TI
214
Trexquant Investment
Connecticut
$342K +$342K +4,694 New
MYIA
215
Mount Yale Investment Advisors
Colorado
$335K +$1.75K +24 +0.5%
JWCA
216
J.W. Cole Advisors
Florida
$331K -$1.61K -22 -0.5%
Brown Advisory
217
Brown Advisory
Maryland
$330K – – –
FTS
218
Fifth Third Securities
Ohio
$328K +$18.5K +253 +6%
IWA
219
Inspirion Wealth Advisors
Illinois
$315K – – –
RPGK
220
Retirement Planning Group (Kansas)
Kansas
$310K +$72.6K +996 +31%
AWA
221
Acorn Wealth Advisors
Michigan
$305K -$8.32K -114 -3%
CAGAS
222
Capital Advisory Group Advisory Services
Minnesota
$298K +$10.4K +142 +4%
CA
223
Centerpoint Advisors
Massachusetts
$295K -$25.7K -352 -8%
AAS
224
Ameritas Advisory Services
Nebraska
$291K -$73K -1,001 -20%
CWS
225
Cypress Wealth Services
California
$289K – – –
7 8
9
10 11