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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

349 hedge funds and large institutions have $2.12B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 23 closing their positions.

Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
5.05%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
133
Reduced
121
Closed
23
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$505M
2
BEI
2
Benjamin Edwards Inc
Missouri
$37.4M
3
EH
3
Equitable Holdings
New York
$23.2M
4
JCM
4
Jacobi Capital Management
Pennsylvania
$8.06M
5
AWM
5
AE Wealth Management
Kansas
$32.4M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$470K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$110M
3
BWG
3
Balanced Wealth Group
Ohio
$10.6M
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
RIM
5
Rockbridge Investment Management
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$505M 6,357,586 +450,824 +8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$110M 1,389,964 -318,480 -19%
NP
3
NorthRock Partners
Minnesota
$105M 1,315,905 +28,901 +2%
LPL Financial
4
LPL Financial
California
$92.7M 1,166,946 -36,321 -3%
LFS
5
Lutz Financial Services
Nebraska
$54.9M 690,992 +14,917 +2%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$46.2M 581,450 -9,313 -2%
FWP
7
FAS Wealth Partners
Kansas
$45.3M 570,423 +14,756 +3%
Stifel Financial
8
Stifel Financial
Missouri
$45M 565,797 -7,581 -1%
KAS
9
Kestra Advisory Services
Texas
$44.6M 560,839 +12,085 +2%
Morgan Stanley
10
Morgan Stanley
New York
$38M 477,606 +13,392 +3%
BEI
11
Benjamin Edwards Inc
Missouri
$37.4M 470,855 +450,409 +2,203%
Wells Fargo
12
Wells Fargo
California
$35.7M 448,746 +15,765 +4%
AWM
13
AE Wealth Management
Kansas
$32.4M 407,171 +69,493 +21%
CNBT
14
Canandaigua National Bank & Trust
New York
$29.8M 374,916 +18,836 +5%
FPF
15
First Pacific Financial
Washington
$28.5M 358,773 -303 -0.1%
FNT
16
First National Trust
Pennsylvania
$27.5M 346,222 +19,766 +6%
KA
17
Klingman & Associates
New York
$27.4M 344,556 -308 -0.1%
EH
18
Equitable Holdings
New York
$23.2M 291,445 +119,189 +69%
ADL
19
Asset Dedication LLC
California
$22.7M 285,278 +4,667 +2%
APP
20
Avantax Planning Partners
Iowa
$22.4M 281,586 +12,574 +5%
GIA
21
GHP Investment Advisors
Colorado
$21.6M 271,333 +4,223 +2%
CF
22
Convergence Financial
Missouri
$19.9M 249,956 +21,615 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$19.7M 248,438 +1,924 +0.8%
HighTower Advisors
24
HighTower Advisors
Illinois
$18.3M 230,158 +5,996 +3%
CIM
25
Confluence Investment Management
Missouri
$17.5M 219,960 +7,539 +4%
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