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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
201
Onyx Bridge Wealth Group
New York
$504K -$3.77K -47 -0.7%
OFS
202
OneAscent Financial Services
Alabama
$500K +$500K +6,239 New
NA
203
NewEdge Advisors
Louisiana
$495K +$65K +811 +15%
BlackRock
204
BlackRock
New York
$495K +$489K +6,093 +8,347%
Comerica Bank
205
Comerica Bank
Texas
$486K -$14K -174 -3%
BFA
206
Beacon Financial Advisory
Ohio
$485K +$485K +6,049 New
SFC
207
Strategic Financial Concepts
Texas
$481K +$5.94K +74 +1%
OGF
208
Orin Green Financial
California
$479K -$512K -6,443 Closed
CGA
209
Crescent Grove Advisors
Illinois
$470K – – –
FNWA
210
Financial Network Wealth Advisors
Utah
$463K -$305K -3,806 -40%
MF
211
Meridian Financial
Massachusetts
$462K +$8.02K +100 +2%
MWM
212
Meridian Wealth Management
Kentucky
$460K +$4.73K +59 +1%
SM
213
Sensible Money
Arizona
$457K -$3.61K -45 -0.8%
AWS
214
Atria Wealth Solutions
New York
$457K +$22.7K +283 +5%
PTC
215
Private Trust Company
Ohio
$456K -$7.54K -94 -2%
IA
216
IFP Advisors
Florida
$447K -$1.16M -14,479 -72%
FTS
217
Fifth Third Securities
Ohio
$438K +$78.7K +981 +22%
JGCM
218
Joseph Group Capital Management
Ohio
$434K -$33.3K -415 -7%
Bank of New York Mellon
219
Bank of New York Mellon
New York
$427K +$171K +2,129 +67%
AL
220
ACAS LLC
California
$426K -$52.7K -632 -11%
SWM
221
Silverlake Wealth Management
Vermont
$423K +$49.3K +615 +13%
SCA
222
STALEY CAPITAL ADVISERS
Pennsylvania
$410K – – –
CWM
223
CCG Wealth Management
California
$405K -$21.3K -265 -5%
BWA
224
Burt Wealth Advisors
Maryland
$404K +$4.49K +56 +1%
TWM
225
Topsail Wealth Management
North Carolina
$401K +$401K +4,995 New
7 8
9
10 11