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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

337 hedge funds and large institutions have $1.91B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 39 closing their positions.

Holders
337
Holders Change
-17
Holders Change %
-4.8%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
26
Increased
114
Reduced
138
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$431M
2
CNBT
2
Canandaigua National Bank & Trust
New York
$26M
3
APP
3
Avantax Planning Partners
Iowa
$19.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.5M
5
Wells Fargo
5
Wells Fargo
California
$31.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$7.73M
2
Stifel Financial
2
Stifel Financial
Missouri
$41.8M
3
TCM
3
Tradewinds Capital Management
Washington
$183K
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$32.1M
5
LPL Financial
5
LPL Financial
California
$87.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$431M 5,906,762 +669,534 +13%
Financial Engines Advisors
2
Financial Engines Advisors
California
$125M 1,708,444 +4,532 +0.3%
NP
3
NorthRock Partners
Minnesota
$93.9M 1,287,004 +79,888 +7%
LPL Financial
4
LPL Financial
California
$87.8M 1,203,267 -145,592 -11%
LFS
5
Lutz Financial Services
Nebraska
$49.3M 676,075 +10,868 +2%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$43.1M 590,763 -52,012 -8%
Stifel Financial
7
Stifel Financial
Missouri
$41.8M 573,378 -360,022 -39%
FWP
8
FAS Wealth Partners
Kansas
$40.5M 555,667 -4,188 -0.7%
KAS
9
Kestra Advisory Services
Texas
$40M 548,754 +19,398 +4%
Morgan Stanley
10
Morgan Stanley
New York
$33.9M 464,214 -9,550 -2%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$32.1M 440,259 -216,298 -33%
Wells Fargo
12
Wells Fargo
California
$31.6M 432,981 +82,048 +23%
FPF
13
First Pacific Financial
Washington
$26.2M 359,076 +9,716 +3%
CNBT
14
Canandaigua National Bank & Trust
New York
$26M 356,080 +356,080 New
KA
15
Klingman & Associates
New York
$25.2M 344,864 -781 -0.2%
AWM
16
AE Wealth Management
Kansas
$24.6M 337,678 +74,054 +28%
FNT
17
First National Trust
Pennsylvania
$23.8M 326,456 -6,981 -2%
ADL
18
Asset Dedication LLC
California
$20.5M 280,611 +10,832 +4%
APP
19
Avantax Planning Partners
Iowa
$19.6M 269,012 +231,488 +617%
GIA
20
GHP Investment Advisors
Colorado
$19.5M 267,110 +1,148 +0.4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$18M 246,514 +18,401 +8%
ML
22
McAdam LLC
Pennsylvania
$17.3M 236,981 -3,786 -2%
CF
23
Convergence Financial
Missouri
$16.7M 228,341 +2,618 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$16.4M 224,162 +4,635 +2%
RIM
25
Rockbridge Investment Management
New York
$15.8M 216,961 +5,696 +3%
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