State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
265 hedge funds and large institutions have $1.14B invested in State Street 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.
168% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 19
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
33% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 76
15% more capital invested
Capital invested by funds: $990M → $1.14B (+$148M)
13% more funds holding
Funds holding: 235 → 265 (+30)
2.41% more ownership
Funds ownership: 69.64% → 72.05% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$16.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.5M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$13.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.4M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$25.7M |
| 2 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
-$11.1M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$8.64M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.82M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$3.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
276
Prentice Wealth Management
Rochester,
New York
| – | -$9K | -138 | Closed |
|
|
IF
277
Ironwood Financial
Tucson,
Arizona
| – | -$3K | -52 | Closed |
|
278
AssetMark Inc
Concord,
California
| – | -$3.57K | -51 | -94% |
|
|
GTAM
279
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$2K | -32 | Closed |
|
|
PWM
280
Provident Wealth Management
Brentwood,
Tennessee
| – | -$140 | -2 | -67% |
|
|
BCWM
281
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$66 | -1 | Closed |
|
|
IA
282
IFS Advisors
Overland Park,
Kansas
| – | +$70 | +1 | New |
|
|
CFN
283
Cordasco Financial Network
Naples,
Florida
| – | +$420 | +6 | New |
|
MDYV Hedge Fund Activity: Q4 2021 in Review
265 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2021, worth a combined $1.14B — up 15% from $990M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new MDYV positions and 19 closed out — a net gain of 32 holders — while 101 added to existing stakes and 76 trimmed.
The largest buyer was Stifel Financial, adding an estimated $16.2M. The largest seller was Tradewinds Capital Management, cutting an estimated $25.7M.
- 265 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2021, up from 235 in Q3 2021.
- Funds reported $1.14B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 51 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2021 and 19 closed out, a net change of +32 holders.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2021 was Stifel Financial, an estimated $16.2M added.
- The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2021 was Tradewinds Capital Management, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2021.