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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 %
VVP
251
Venture Visionary Partners
Ohio
$6.35K +$6.35K +105 New
PFA
252
Professional Financial Advisors
Nebraska
$6K – – –
KA
253
Kozak & Associates
Colorado
$5K -$55 -1 -1%
GI
254
Gradient Investments
Minnesota
$5K – – –
SAM
255
Strategic Asset Management
Minnesota
$5K +$58 +1 +1%
AIP
256
Ahrens Investment Partners
Louisiana
$4K – – –
MAM
257
Meeder Asset Management
Ohio
$3K – – –
ACA
258
Aptus Capital Advisors
Alabama
$3K +$3K +43 New
LWP
259
Lumature Wealth Partners
Georgia
$3K +$3K +50 New
GIA
260
Goodwin Investment Advisory
Georgia
$2.06K -$10.2K -168 -83%
CMA
261
Cedar Mountain Advisors
Oregon
$2K – – –
MPCG
262
Matrix Private Capital Group
New York
$2K – – –
PWM
263
Prentice Wealth Management
New York
$2K +$2K +30 New
TF
264
Tompkins Financial
New York
$1K – – –
FMP
265
Financial Management Professionals
Texas
$1K – – –
Citigroup
266
Citigroup
New York
$1K +$900 +9 +900%
FGAM
267
Financial Gravity Asset Management
Texas
$797 -$118 -9 -13%
AR
268
Apeiron RIA
Texas
$604 +$604 +998 New
BCWM
269
Bartlett & Co Wealth Management
Ohio
$61 – – –
RDIA
270
RE Dickinson Investment Advisors
Iowa
$5 – – –
OPS
271
Orion Portfolio Solutions
Nebraska
– -$48.8M -693,897 Closed
CFG
272
CMC Financial Group
Georgia
– -$10.3M -154,661 Closed
CAN
273
Claraphi Advisory Network
United States
– -$8.03M -114,090 Closed
BFA
274
BMS Financial Advisors
South Dakota
– -$6.18M -87,857 Closed
AWM
275
AE Wealth Management
Kansas
– -$6.13M -87,112 Closed
9 10
11
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