MDYV icon

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 %
GI
251
Gradient Investments
Minnesota
$5K – – –
AIP
252
Ahrens Investment Partners
Louisiana
$5K +$5K +67 New
MAM
253
Meeder Asset Management
Ohio
$3K – – –
MAM
254
Mystic Asset Management
Rhode Island
$3K +$3K +50 New
MPCG
255
Matrix Private Capital Group
New York
$2K – – –
CMA
256
Cedar Mountain Advisors
Oregon
$2K – – –
Citigroup
257
Citigroup
New York
$2K +$1.92K +25 +2,500%
FHC
258
First Heartland Consultants
Missouri
$1.25K -$4.89K -68,875 -80%
FGAM
259
Financial Gravity Asset Management
Texas
$1.12K +$982 +125 +735%
HFS
260
Hantz Financial Services
Michigan
$1K +$1K +9 New
CP
261
Castleview Partners
Texas
$100 +$100 +7,110 New
EWM
262
Executive Wealth Management
Michigan
– -$3.82M -57,713 Closed
FTUS
263
Flow Traders U.S.
New York
– -$2.52M -38,054 Closed
CIC
264
Cornercap Investment Counsel
Georgia
– -$1.96M -29,638 Closed
MIAN
265
Mariner Independent Advisor Network
Kansas
– -$1.9M -28,547 Closed
Citadel Advisors
266
Citadel Advisors
Florida
– -$1.24M -18,670 Closed
GM
267
GeoWealth Management
Illinois
– -$1M -15,096 Closed
CCWA
268
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$477K -7,206 Closed
TRCT
269
Tower Research Capital (TRC)
New York
– -$238K -3,590 Closed
APWA
270
Atlas Private Wealth Advisors
New Jersey
– -$91K -1,375 Closed
GRP
271
Global Retirement Partners
California
– -$43K -653 Closed
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
– -$42K -635 Closed
AWA
273
Arkadios Wealth Advisors
Georgia
– -$41K -620 Closed
Barclays
274
Barclays
United Kingdom
– -$26K -398 Closed
JPLA
275
Joseph P. Lucia & Associates
New York
– -$15K -220 Closed
8 9 10
11
12