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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

346 hedge funds and large institutions have $2.41B invested in SPDR S&P 400 Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+42
Holders Change %
+13.82%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
70
Increased
130
Reduced
100
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$200M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$85.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$55.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.9M
5
OPS
Orion Portfolio Solutions
Nebraska
+$39.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$44.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$33M
3
AA
Alesco Advisors
New York
-$31.6M
4
CIM
Confluence Investment Management
Missouri
-$20M
5
RJA
Raymond James & Associates
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$331M +$38.2M +520,489 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$230M +$200M +2,726,536 +664%
Financial Engines Advisors
3
Financial Engines Advisors
California
$126M -$517K -7,039 -0.4%
CCMG
4
Clark Capital Management Group
Pennsylvania
$103M +$85.3M +1,162,535 +480%
LPL Financial
5
LPL Financial
California
$101M +$18.3M +248,842 +22%
NP
6
NorthRock Partners
Minnesota
$84.3M +$38.1M +518,570 +82%
Morgan Stanley
7
Morgan Stanley
New York
$77.2M +$41.9M +571,470 +119%
Osaic Holdings
8
Osaic Holdings
Arizona
$72.3M +$55.4M +754,490 +327%
Stifel Financial
9
Stifel Financial
Missouri
$68.3M -$44.5M -607,066 -39%
TC
10
TownSquare Capital
Utah
$56.8M +$3.21M +43,764 +6%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$47.9M +$6M +81,823 +14%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$47.6M -$33M -449,428 -41%
LFS
13
Lutz Financial Services
Nebraska
$47.3M +$2.78M +37,891 +6%
FWP
14
FAS Wealth Partners
Kansas
$41.4M +$5.31M +72,396 +15%
OPS
15
Orion Portfolio Solutions
Nebraska
$40.3M +$39.9M +549,277 +10,168%
BCI
16
Brinker Capital Investments
Pennsylvania
$40.3M +$39.9M +549,277 +10,168%
FNT
17
First National Trust
Pennsylvania
$27.1M -$3.71M -50,575 -12%
KA
18
Klingman & Associates
New York
$25.6M +$114K +1,549 +0.4%
JFA
19
JNBA Financial Advisors
Minnesota
$25.6M +$1M +13,660 +4%
FPF
20
First Pacific Financial
Washington
$25.2M +$28K +382 +0.1%
CIM
21
Confluence Investment Management
Missouri
$24.3M -$20M -272,757 -45%
Wells Fargo
22
Wells Fargo
California
$23.2M +$168K +2,284 +0.7%
ADL
23
Asset Dedication LLC
California
$20M -$805K -10,968 -4%
GIA
24
GHP Investment Advisors
Colorado
$19.2M +$396K +5,394 +2%
AWM
25
AE Wealth Management
Kansas
$19.2M +$9.65M +133,556 +101%
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