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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$217K +$217K +3,090 New
MCP
227
Mirador Capital Partners
California
$212K -$70.7K -1,005 -25%
EDRIA
228
Edmonds Duncan Registered Investment Advisors
Kansas
$207K +$207K +2,944 New
FHC
229
First Heartland Consultants
Missouri
$206K -$1.03M -14,670 -83%
IHWM
230
Iron Horse Wealth Management
Iowa
$206K -$562 -8 -0.3%
IAIM
231
International Assets Investment Management
Florida
$203K -$775 -11 -0.4%
William Blair & Company
232
William Blair & Company
Illinois
$197K -$6.82K -97 -3%
KFS
233
Kelly Financial Services
Massachusetts
$177K +$177K +2,514 New
FAG
234
Fortitude Advisory Group
Washington
$127K +$4.45K +63 +4%
CF
235
Centaurus Financial
California
$117K -$10.7K -151 -8%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$107K -$6.12K -87 -5%
CHA
237
Carmichael Hill & Associates
Maryland
$96K +$21.7K +309 +29%
CFG
238
Claremont Financial Group
California
$94K +$94K +1,371 New
CAAS
239
Capital Asset Advisory Services
Michigan
$87K +$87K +1,231 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$77K +$12.9K +185 +20%
FA
241
Faithward Advisors
Pennsylvania
$71K +$71K +1,006 New
UB
242
UMB Bank
Missouri
$70K – – –
PWP
243
Pursue Wealth Partners
California
$68.3K +$68.3K +1,000 New
CFD
244
Creative Financial Designs
Indiana
$61K – – –
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$60K – – –
EWM
246
EPG Wealth Management
Georgia
$56K +$210 +3 +0.4%
PFS
247
Prospera Financial Services
Texas
$53K +$53K +750 New
CIAS
248
Capital Investment Advisory Services
North Carolina
$49K – – –
ST
249
Smithfield Trust
Pennsylvania
$49K +$49K +700 New
FHA
250
First Horizon Advisors
Tennessee
$48K +$33.6K +478 +234%
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