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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.95%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
33
Increased
107
Reduced
121
Closed
32
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
PIA
Perennial Investment Advisors
California
+$5.18M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.93M
4
Wells Fargo
Wells Fargo
California
+$4.63M
5
TF
TIAA FSB
Florida
+$4.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274M
2
Osaic Holdings
Osaic Holdings
Arizona
-$147M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$99.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.9M
5
IWM
IHT Wealth Management
Illinois
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$129M +$129M +1,950,627 New
Stifel Financial
2
Stifel Financial
Missouri
$107M +$666K +10,082 +0.6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$96.3M -$2.06M -31,214 -2%
LPL Financial
4
LPL Financial
California
$79.7M -$15.4M -233,784 -16%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$76.4M +$4.93M +74,589 +7%
AA
6
Alesco Advisors
New York
$45.2M +$696K +10,531 +2%
NP
7
NorthRock Partners
Minnesota
$45M +$1.41M +21,325 +3%
CIM
8
Confluence Investment Management
Missouri
$43.1M +$2.03M +30,686 +5%
TC
9
TownSquare Capital
Utah
$42.6M +$1.41M +21,288 +3%
LFS
10
Lutz Financial Services
Nebraska
$36.5M -$31.7K -479 -0.1%
TF
11
TIAA FSB
Florida
$35.4M +$4.49M +67,881 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$33.3M -$147M -2,230,537 -82%
FWP
13
FAS Wealth Partners
Kansas
$32.7M -$1.9M -28,810 -6%
FNT
14
First National Trust
Pennsylvania
$27M +$2.05M +31,048 +8%
Wells Fargo
15
Wells Fargo
California
$25.4M +$4.63M +70,032 +22%
KA
16
Klingman & Associates
New York
$23.7M -$307K -4,651 -1%
Morgan Stanley
17
Morgan Stanley
New York
$23.2M +$114K +1,727 +0.5%
FPF
18
First Pacific Financial
Washington
$21.7M +$118K +1,785 +0.5%
KW
19
KWB Wealth
California
$19.4M +$253K +3,910 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.2M -$274M -4,145,930 -93%
ADL
21
Asset Dedication LLC
California
$17.2M +$303K +4,591 +2%
JFA
22
JNBA Financial Advisors
Minnesota
$17.1M +$640K +9,683 +4%
ML
23
McAdam LLC
Pennsylvania
$16.9M -$3.46M -52,425 -17%
GIA
24
GHP Investment Advisors
Colorado
$16.6M +$651K +9,845 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$15.6M -$2.59M -39,195 -14%
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