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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 %
SWM
276
SigFig Wealth Management
California
– -$1.19M -70,865 Closed
BRWA
277
B. Riley Wealth Advisors
Florida
– -$4.74M -67,319 Closed
CWA
278
Centennial Wealth Advisory
Michigan
– -$3.72M -52,823 Closed
AWS
279
Atria Wealth Solutions
New York
– -$3.13M -44,436 Closed
FIA
280
Foundations Investment Advisors
Arizona
– -$2.47M -35,853 Closed
CIC
281
Cornercap Investment Counsel
Georgia
– -$1.5M -21,359 Closed
AWM
282
Aries Wealth Management
Maine
– -$1.31M -18,568 Closed
AI
283
Atria Investments
North Carolina
– -$1.08M -15,373 Closed
SWM
284
Spire Wealth Management
Virginia
– -$867K -12,319 Closed
VCM
285
Virtue Capital Management
Tennessee
– -$722K -10,263 Closed
IWC
286
Integrated Wealth Concepts
Massachusetts
– -$671K -9,529 Closed
WEG
287
World Equity Group
Illinois
– -$632K -8,983 Closed
F
288
F3Logic
Minnesota
– -$588K -8,258 Closed
BAM
289
Belpointe Asset Management
Nevada
– -$574K -8,155 Closed
CAM
290
Concorde Asset Management
Michigan
– -$355K -5,037 Closed
WFA
291
Wipfli Financial Advisors
Wisconsin
– -$354K -5,026 Closed
AAS
292
Avantax Advisory Services
Texas
– -$330K -4,700 Closed
LA
293
Latitude Advisors
Florida
– -$290K -4,127 Closed
JPMPWA
294
J.P. Morgan Private Wealth Advisors
California
– -$287K -4,072 Closed
TSS
295
Two Sigma Securities
New York
– -$260K -3,697 Closed
LSA
296
Lion Street Advisors
Texas
– -$230K -3,275 Closed
SS
297
Simplicity Solutions
Minnesota
– -$229K -3,251 Closed
HCWM
298
Harrison & Co Wealth Management
Virginia
– -$225K -3,198 Closed
GKWIM
299
Gerber Kawasaki Wealth & Investment Management
California
– -$222K -3,162 Closed
AG
300
Ascent Group
Virginia
– -$222K -3,155 Closed
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