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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

302 hedge funds and large institutions have $1.67B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
23
Increased
112
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$83.4M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$6.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.94M
4
TC
TownSquare Capital
Utah
+$4.85M
5
BFA
BMS Financial Advisors
South Dakota
+$3.37M

Top Sellers

1
LPL Financial
LPL Financial
California
-$13.2M
2
KW
KWB Wealth
California
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$7.62M
4
Stifel Financial
Stifel Financial
Missouri
-$5.59M
5
Truist Financial
Truist Financial
North Carolina
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$218M +$83.4M +1,212,770 +62%
Stifel Financial
2
Stifel Financial
Missouri
$106M -$5.59M -81,228 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$100M +$182K +2,651 +0.2%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$75.5M -$3.98M -57,919 -5%
LPL Financial
5
LPL Financial
California
$69.7M -$13.2M -192,181 -16%
TC
6
TownSquare Capital
Utah
$49.2M +$4.85M +70,483 +11%
AA
7
Alesco Advisors
New York
$47.5M +$445K +6,469 +0.9%
NP
8
NorthRock Partners
Minnesota
$42.8M -$4.11M -59,685 -9%
CIM
9
Confluence Investment Management
Missouri
$41.7M -$3.11M -45,258 -7%
LFS
10
Lutz Financial Services
Nebraska
$40.8M +$2.79M +40,627 +7%
TF
11
TIAA FSB
Florida
$37.8M +$1.01M +14,620 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$37.8M +$3.08M +44,763 +9%
FWP
13
FAS Wealth Partners
Kansas
$34.2M +$244K +3,546 +0.7%
FNT
14
First National Trust
Pennsylvania
$27.9M -$199K -2,899 -0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$25.9M +$5.94M +86,423 +30%
Morgan Stanley
16
Morgan Stanley
New York
$24.8M +$722K +10,490 +3%
KA
17
Klingman & Associates
New York
$24.5M -$251K -3,652 -1%
FPF
18
First Pacific Financial
Washington
$23.3M +$707K +10,278 +3%
JFA
19
JNBA Financial Advisors
Minnesota
$20.2M +$2.44M +35,516 +14%
ADL
20
Asset Dedication LLC
California
$19.3M +$1.35M +19,694 +8%
Wells Fargo
21
Wells Fargo
California
$18.8M -$7.62M -110,855 -29%
GIA
22
GHP Investment Advisors
Colorado
$17.7M +$223K +3,197 +1%
ML
23
McAdam LLC
Pennsylvania
$17.4M -$286K -4,152 -2%
CF
24
Convergence Financial
Missouri
$16.6M +$752K +10,939 +5%
HighTower Advisors
25
HighTower Advisors
Illinois
$16.6M +$345K +5,014 +2%
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