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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 %
SWM
251
Selective Wealth Management
Virginia
$47K – – –
MCC
252
Money Concepts Capital
Florida
$45K +$989 +14 +2%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$3.03K -43 -7%
BW
254
Bison Wealth
Georgia
$42K – – –
JGIA
255
Jackson Grant Investment Advisers
Connecticut
$42K +$142 +2 +0.3%
CAL
256
Capital Analysts LLC
Pennsylvania
$39K +$7.09K +100 +22%
BA
257
Ballast Advisors
Minnesota
$37K – – –
PGAM
258
Princeton Global Asset Management
New Jersey
$33K +$71 +1 +0.2%
AIM
259
Arcadia Investment Management
Michigan
$32K – – –
JWA
260
JFS Wealth Advisors
Pennsylvania
$32K +$32K +450 New
CWM
261
Curi Wealth Management
North Carolina
$31K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$27K +$8.62K +122 +47%
CP
263
Castleview Partners
Texas
$24K -$464K -6,760 -95%
FRA
264
Front Row Advisors
California
$21K – – –
HNB
265
Huntington National Bank
Ohio
$21K – – –
AA
266
Ancora Advisors
Ohio
$21K – – –
CTC
267
Central Trust Company
Missouri
$18K – – –
MCM
268
Manchester Capital Management
Vermont
$16K – – –
PB
269
Pinnacle Bancorp
Nebraska
$16K +$16K +233 New
JWBC
270
John W. Brooker & Co
California
$15K – – –
FFWM
271
Future Financial Wealth Management
Ohio
$15K – – –
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K +$15K +219 New
JPLA
273
Joseph P. Lucia & Associates
New York
$15K +$15K +220 New
GIA
274
Goodwin Investment Advisory
Georgia
$14K -$4.23K -61 -23%
VRM
275
Vectors Research Management
New York
$14K – – –
9 10
11
12 13