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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.8M
2
BEI
Benjamin Edwards Inc
Missouri
+$35.8M
3
EH
Equitable Holdings
New York
+$9.47M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.06M
5
AWM
AE Wealth Management
Kansas
+$5.52M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$36.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.3M
3
BWG
Balanced Wealth Group
Ohio
-$8.92M
4
FIA
Foundations Investment Advisors
Arizona
-$8.05M
5
RIM
Rockbridge Investment Management
New York
-$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
201
Meridian Financial
Massachusetts
$450K – – –
AWS
202
Atria Wealth Solutions
New York
$430K -$7.31K -92 -2%
NA
203
NewEdge Advisors
Louisiana
$426K -$439K -5,520 -51%
CWM
204
CCG Wealth Management
California
$423K -$35K -440 -8%
SG
205
Sharper & Granite
California
$422K +$2.38K +30 +0.6%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$422K -$156K -1,959 -27%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$421K +$421K +5,300 New
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$406K – – –
BWA
209
Burt Wealth Advisors
Maryland
$396K +$3.02K +38 +0.8%
PMG
210
ProVise Management Group
Florida
$394K -$30.3K -381 -7%
FAIM
211
Financial Advocates Investment Management
Washington
$388K +$8.66K +109 +2%
AR
212
Apeiron RIA
Texas
$386K -$30K -377 -7%
KFP
213
KMG Fiduciary Partners
Ohio
$385K – – –
TWM
214
Trueblood Wealth Management
Ohio
$385K +$107K +1,345 +38%
WEG
215
World Equity Group
Illinois
$378K +$378K +4,753 New
FPCP
216
Fort Point Capital Partners
California
$376K +$1.27K +16 +0.3%
CCM
217
Condor Capital Management
New Jersey
$372K -$20.6K -259 -5%
SWM
218
Silverlake Wealth Management
Vermont
$370K +$85K +1,070 +30%
JWCA
219
J.W. Cole Advisors
Florida
$367K +$6.52K +82 +2%
FPAS
220
Focus Partners Advisor Solutions
Missouri
$364K +$136K +1,713 +60%
Brown Advisory
221
Brown Advisory
Maryland
$360K – – –
FTS
222
Fifth Third Securities
Ohio
$356K -$1.91K -24 -0.5%
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$353K +$27.4K +345 +8%
D.E. Shaw & Co
224
D.E. Shaw & Co
New York
$348K -$1.74M -21,837 -83%
WAG
225
Wallace Advisory Group
California
$346K – – –
7 8
9
10 11