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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

371 hedge funds and large institutions have $6.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+21
Holders Change %
+6%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
49
Increased
162
Reduced
100
Closed
18
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$80.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.2M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$18.4M
4
IWM
IHT Wealth Management
Illinois
+$18M
5
Goldman Sachs
Goldman Sachs
New York
+$15.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$159M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$12M
3
LPL Financial
LPL Financial
California
-$4.54M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$3.93M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.62B -$159M -1,981 -4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$549M +$39.2M +488,555 +8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$108M -$3.93M -49,034 -4%
NP
4
NorthRock Partners
Minnesota
$107M +$1M +12,510 +1%
LPL Financial
5
LPL Financial
California
$89M -$4.54M -56,612 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$80.2M +$80.2M +1,000,000 New
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$65M +$18.4M +229,359 +39%
LFS
8
Lutz Financial Services
Nebraska
$55.7M +$297K +3,705 +0.5%
Stifel Financial
9
Stifel Financial
Missouri
$54.1M +$8.72M +108,698 +19%
Morgan Stanley
10
Morgan Stanley
New York
$47.8M +$9.54M +118,986 +25%
BEI
11
Benjamin Edwards Inc
Missouri
$45.8M +$8.06M +100,518 +21%
KAS
12
Kestra Advisory Services
Texas
$45.4M +$401K +5,006 +0.9%
FWP
13
FAS Wealth Partners
Kansas
$43.9M -$1.81M -22,543 -4%
AWM
14
AE Wealth Management
Kansas
$39.8M +$7.1M +88,469 +22%
Wells Fargo
15
Wells Fargo
California
$38.5M +$2.52M +31,465 +7%
CNBT
16
Canandaigua National Bank & Trust
New York
$30.6M +$489K +6,094 +2%
FNT
17
First National Trust
Pennsylvania
$28.7M +$918K +11,452 +3%
FPF
18
First Pacific Financial
Washington
$28.1M -$714K -8,903 -2%
KA
19
Klingman & Associates
New York
$27.6M -$78.6K -980 -0.3%
APP
20
Avantax Planning Partners
Iowa
$27.1M +$4.56M +56,825 +20%
EH
21
Equitable Holdings
New York
$23.4M +$3.21K +40 +0%
IWM
22
IHT Wealth Management
Illinois
$22.7M +$18M +224,627 +383%
ADL
23
Asset Dedication LLC
California
$22.2M -$635K -7,920 -3%
GIA
24
GHP Investment Advisors
Colorado
$21.9M +$186K +2,313 +0.9%
CF
25
Convergence Financial
Missouri
$21.3M +$1.26M +15,656 +6%
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