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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 %
CCM
276
Covington Capital Management
California
$13K – – –
AssetMark Inc
277
AssetMark Inc
California
$11K +$10.8K +150 +5,000%
AAP
278
Arax Advisory Partners
Colorado
$8K – – –
QCG
279
Quadrant Capital Group
Ohio
$8K – – –
BWM
280
Baystate Wealth Management
Massachusetts
$8K +$8K +117 New
SAM
281
Strategic Asset Management
Minnesota
$6K – – –
KA
282
Kozak & Associates
Colorado
$6K – – –
RDIA
283
RE Dickinson Investment Advisors
Iowa
$6K – – –
PFA
284
Professional Financial Advisors
Nebraska
$6K +$6K +91 New
GI
285
Gradient Investments
Minnesota
$5K – – –
AIP
286
Ahrens Investment Partners
Louisiana
$5K – – –
MAM
287
Meeder Asset Management
Ohio
$3K – – –
MPCG
288
Matrix Private Capital Group
New York
$2K – – –
CMA
289
Cedar Mountain Advisors
Oregon
$2K – – –
FMP
290
Financial Management Professionals
Texas
$1K -$7.41K -126 -88%
TF
291
Tompkins Financial
New York
$1K +$1K +14 New
FGAM
292
Financial Gravity Asset Management
Texas
$932 -$959 -72 -51%
SA
293
SFI Advisors
New Jersey
$224 -$269 -548 -55%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$70 +$70 +1 New
RP
295
Riverwater Partners
Wisconsin
– -$2.72M -38,310 Closed
SAM
296
Stringer Asset Management
Tennessee
– -$1.23M -32,375 Closed
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
– -$1.59M -22,421 Closed
HI
298
Human Investing
Oregon
– -$1.31M -18,486 Closed
SC
299
Slow Capital
California
– -$1.25M -17,559 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
– -$306K -4,300 Closed
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