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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
4
Stifel Financial
Missouri
$105M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.9M
2
PPW
2
Parcion Private Wealth
Washington
$0
3
NP
3
NorthRock Partners
Minnesota
$42.7M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M 4,436,594 +4,300,435 +3,158%
Osaic Holdings
2
Osaic Holdings
Arizona
$177M 2,734,504 +2,206,865 +418%
CCMG
3
Clark Capital Management Group
Pennsylvania
$112M 1,727,111 +1,612,147 +1,402%
Stifel Financial
4
Stifel Financial
Missouri
$105M 1,615,936 +1,188,750 +278%
Financial Engines Advisors
5
Financial Engines Advisors
California
$96.4M 1,488,826 +9,563 +0.6%
LPL Financial
6
LPL Financial
California
$93.2M 1,439,441 +495,942 +53%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$70M 1,081,605 +860,803 +390%
AA
8
Alesco Advisors
New York
$43.6M 673,917 +736 +0.1%
NP
9
NorthRock Partners
Minnesota
$42.7M 660,152 -88,150 -12%
TC
10
TownSquare Capital
Utah
$40.3M 623,093 +7,782 +1%
CIM
11
Confluence Investment Management
Missouri
$40.2M 621,493 +480,648 +341%
OPS
12
Orion Portfolio Solutions
Nebraska
$36.8M 568,182 +564,567 +15,617%
LFS
13
Lutz Financial Services
Nebraska
$35.8M 553,196 +28,243 +5%
FWP
14
FAS Wealth Partners
Kansas
$33.9M 523,204 -227,119 -30%
IWM
15
IHT Wealth Management
Illinois
$30.6M 473,341 +453,325 +2,265%
TF
16
TIAA FSB
Florida
$30.3M 467,769 +58,359 +14%
FNT
17
First National Trust
Pennsylvania
$24.4M 377,304 +62,635 +20%
KA
18
Klingman & Associates
New York
$23.6M 364,056 +2,320 +0.6%
Morgan Stanley
19
Morgan Stanley
New York
$22.6M 348,962 +58,352 +20%
ML
20
McAdam LLC
Pennsylvania
$22M 308,872 +28,958 +10%
FPF
21
First Pacific Financial
Washington
$21.1M 326,649 +18,862 +6%
Wells Fargo
22
Wells Fargo
California
$20.3M 314,021 -31,318 -9%
KW
23
KWB Wealth
California
$19.1M 295,155 -1,990 -0.7%
HighTower Advisors
24
HighTower Advisors
Illinois
$17.8M 275,837 +39,262 +17%
ADL
25
Asset Dedication LLC
California
$16.6M 255,741 +1,719 +0.7%
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