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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

355 hedge funds and large institutions have $2.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.15%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
42
Increased
109
Reduced
144
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.9M
2
KAS
Kestra Advisory Services
Texas
+$28.5M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
BWG
Balanced Wealth Group
Ohio
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$5.56M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$94.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$66.9M
4
Morgan Stanley
Morgan Stanley
New York
-$43.9M
5
BCI
Brinker Capital Investments
Pennsylvania
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$398M +$54.9M +721,830 +16%
Financial Engines Advisors
2
Financial Engines Advisors
California
$129M -$953K -12,539 -0.7%
LPL Financial
3
LPL Financial
California
$103M -$1.66M -21,898 -2%
NP
4
NorthRock Partners
Minnesota
$91.7M +$4.41M +58,076 +5%
Stifel Financial
5
Stifel Financial
Missouri
$70.9M +$214K +2,821 +0.3%
TC
6
TownSquare Capital
Utah
$61.1M +$2.31M +30,408 +4%
LFS
7
Lutz Financial Services
Nebraska
$50.6M +$1.52M +20,004 +3%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$49.9M +$580K +7,635 +1%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$48.9M -$798K -10,496 -2%
FWP
10
FAS Wealth Partners
Kansas
$42.5M -$304K -4,002 -0.7%
KAS
11
Kestra Advisory Services
Texas
$40.2M +$28.5M +374,595 +242%
Morgan Stanley
12
Morgan Stanley
New York
$36M -$43.9M -577,832 -55%
Wells Fargo
13
Wells Fargo
California
$26.7M +$2.67M +35,187 +11%
FPF
14
First Pacific Financial
Washington
$26.6M +$494K +6,502 +2%
KA
15
Klingman & Associates
New York
$26.3M -$289K -3,804 -1%
FNT
16
First National Trust
Pennsylvania
$25.3M -$2.68M -35,208 -10%
CIM
17
Confluence Investment Management
Missouri
$24.8M -$411K -5,408 -2%
ADL
18
Asset Dedication LLC
California
$20.5M -$220K -2,891 -1%
GIA
19
GHP Investment Advisors
Colorado
$20.2M +$277K +3,641 +1%
AWM
20
AE Wealth Management
Kansas
$20M -$155K -2,041 -0.8%
JFA
21
JNBA Financial Advisors
Minnesota
$19.5M -$6.99M -91,936 -26%
ML
22
McAdam LLC
Pennsylvania
$18.3M -$339K -4,461 -2%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$17.6M +$283K +3,722 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.3M -$221M -2,909,251 -93%
CF
25
Convergence Financial
Missouri
$17.2M -$1.28M -16,855 -7%
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