MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$87.9M
2
LPL Financial
LPL Financial
California
$76.6M
3
PPW
Parcion Private Wealth
Washington
$5.71M
4
FNT
First National Trust
Pennsylvania
$18.2M
5
MWM
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
Orion Portfolio Solutions
Nebraska
$0
5
IWM
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
226
Smith, Moore & Co
Missouri
$33K +$33K +552 New
BA
227
Ballast Advisors
Minnesota
$32K – – –
FFA
228
Founders Financial Alliance
North Carolina
$32K +$32K +531 New
PGAM
229
Princeton Global Asset Management
New Jersey
$28K +$178 +3 +0.6%
AIM
230
Arcadia Investment Management
Michigan
$27K – – –
JWA
231
JFS Wealth Advisors
Pennsylvania
$27K – – –
CWM
232
Curi Wealth Management
North Carolina
$27K +$60 +1 +0.2%
PB
233
Pinnacle Bancorp
Nebraska
$21K +$6.74K +110 +47%
AA
234
Ancora Advisors
Ohio
$18K – – –
FRA
235
Front Row Advisors
California
$18K – – –
KFI
236
Key Financial Inc
Pennsylvania
$17K +$17K +274 New
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$16K -$7.51K -122 -32%
CTC
238
Central Trust Company
Missouri
$16K – – –
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
MCM
240
Manchester Capital Management
Vermont
$14K – – –
JPLA
241
Joseph P. Lucia & Associates
New York
$13K – – –
JWBC
242
John W. Brooker & Co
California
$13K – – –
ATC
243
Adirondack Trust Company
New York
$12K +$12K +200 New
CCM
244
Covington Capital Management
California
$10K -$1.6K -26 -14%
TVWM
245
Tower View Wealth Management
Wisconsin
$9K +$9K +147 New
AW
246
ACG Wealth
Georgia
$8K +$8K +140 New
US Bancorp
247
US Bancorp
Minnesota
$7K -$798K -13,004 -99%
AAP
248
Arax Advisory Partners
Colorado
$7K – – –
QCG
249
Quadrant Capital Group
Ohio
$7K – – –
BWM
250
Baystate Wealth Management
Massachusetts
$7K +$59 +1 +0.9%
8 9
10
11 12