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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

304 hedge funds and large institutions have $1.65B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
29
Increased
109
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$259M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
IWM
4
IHT Wealth Management
Illinois
$8.63M
5
LPL Financial
5
LPL Financial
California
$72.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$15M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$640K
3
AA
3
Alesco Advisors
New York
$41.3M
4
CFG
4
Cooper Financial Group
California
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$259M 3,994,909 +831,512 +26%
Financial Engines Advisors
2
Financial Engines Advisors
California
$112M 1,723,490 +263,227 +18%
Stifel Financial
3
Stifel Financial
Missouri
$99.7M 1,537,645 -7,145 -0.5%
LPL Financial
4
LPL Financial
California
$72.8M 1,121,915 +108,439 +11%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$71.2M 1,098,350 +75 +0%
TC
6
TownSquare Capital
Utah
$47.3M 729,680 +14,816 +2%
AA
7
Alesco Advisors
New York
$41.3M 636,808 -54,109 -8%
NP
8
NorthRock Partners
Minnesota
$40.9M 630,470 +8,678 +1%
LFS
9
Lutz Financial Services
Nebraska
$39.4M 607,312 +13,968 +2%
CIM
10
Confluence Investment Management
Missouri
$39.2M 604,264 -2,657 -0.4%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$37.1M 571,448 +571,448 New
FWP
12
FAS Wealth Partners
Kansas
$31.9M 491,461 -6,479 -1%
Morgan Stanley
13
Morgan Stanley
New York
$31.1M 480,126 +118,947 +33%
FNT
14
First National Trust
Pennsylvania
$27.2M 419,220 +13,767 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$26.6M 410,828 +33,741 +9%
KA
16
Klingman & Associates
New York
$22.6M 347,900 -7,853 -2%
FPF
17
First Pacific Financial
Washington
$22.2M 342,476 +3,764 +1%
JFA
18
JNBA Financial Advisors
Minnesota
$21.7M 334,706 +41,073 +14%
Wells Fargo
19
Wells Fargo
California
$20.3M 313,462 +40,264 +15%
ADL
20
Asset Dedication LLC
California
$18.4M 283,638 +3,612 +1%
GIA
21
GHP Investment Advisors
Colorado
$16.2M 256,927 +2,947 +1%
ML
22
McAdam LLC
Pennsylvania
$16.1M 248,635 -3,660 -1%
CF
23
Convergence Financial
Missouri
$16M 247,168 +5,494 +2%
CCMG
24
Clark Capital Management Group
Pennsylvania
$15.7M 242,411 +4,674 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$15M 230,753 -317,977 -58%
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