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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Curi Wealth Management
North Carolina
$32K +$32K +450 New
DSC
227
Duncker Streett & Co
Missouri
$28K – – –
FCFS
228
First Command Financial Services
Texas
$24K +$24K +340 New
AA
229
Ancora Advisors
Ohio
$21K -$21K -300 -50%
FRA
230
Front Row Advisors
California
$21K – – –
Simplex Trading
231
Simplex Trading
Illinois
$21K +$17.6K +257 +514%
GIA
232
Goodwin Investment Advisory
Georgia
$19K – – –
CTC
233
Central Trust Company
Missouri
$19K +$19K +262 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$18K +$18K +260 New
MCM
235
Manchester Capital Management
Vermont
$16K – – –
JWBC
236
John W. Brooker & Co
California
$15K – – –
FFWM
237
Future Financial Wealth Management
Ohio
$15K +$15K +210 New
FHA
238
First Horizon Advisors
Tennessee
$14K – – –
VRM
239
Vectors Research Management
New York
$14K – – –
CCM
240
Covington Capital Management
California
$13K -$1.31K -19 -9%
FMP
241
Financial Management Professionals
Texas
$10K -$776K -11,101 -99%
QCG
242
Quadrant Capital Group
Ohio
$8K – – –
US Bancorp
243
US Bancorp
Minnesota
$8K – – –
NFG
244
Next Financial Group
Texas
$8K – – –
CCMW
245
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
AAP
246
Arax Advisory Partners
Colorado
$8K +$74 +1 +0.9%
SAM
247
Strategic Asset Management
Minnesota
$6K -$14.1K -200 -70%
KA
248
Kozak & Associates
Colorado
$6K – – –
RDIA
249
RE Dickinson Investment Advisors
Iowa
$6K +$6K +82 New
EVM
250
Eaton Vance Management
Massachusetts
$5K – – –
8 9
10
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