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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

61 hedge funds and large institutions have $81.4M invested in SPDR S&P 400 Mid Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
9
Increased
29
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.44M
2
FWP
FAS Wealth Partners
Kansas
+$1.52M
3
TCM
Tradewinds Capital Management
Washington
+$1.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$948K
5
Stifel Financial
Stifel Financial
Missouri
+$893K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.18M
2
LPL Financial
LPL Financial
California
-$1.43M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$479K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$310K
5
UBS Group
UBS Group
Switzerland
-$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$510K +$35.9K +866 +8%
FIM
27
Freedom Investment Management
Connecticut
$484K +$73.2K +1,768 +18%
Wells Fargo
28
Wells Fargo
California
$454K -$97.7K -2,360 -18%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$415K -$39.1K -944 -9%
BWA
30
Burt Wealth Advisors
Maryland
$390K -$67.6K -1,638 -15%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$329K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$314K +$12.5K +302 +4%
AWM
33
Arbor Wealth Management
Florida
$309K +$12.6K +294 +4%
CA
34
Cetera Advisors
Colorado
$299K +$299K +7,314 New
PFA
35
Pure Financial Advisors
California
$295K -$8.2K -198 -3%
HSA
36
HBK Sorce Advisory
Pennsylvania
$281K +$281K +6,800 New
IA
37
IFP Advisors
Florida
$241K +$181K +4,362 +300%
CIC
38
Carnegie Investment Counsel
Ohio
$205K +$205K +4,794 New
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$193K +$5.55K +134 +3%
MFS
40
MSI Financial Services
Massachusetts
$127K +$14K +340 +12%
NFG
41
Next Financial Group
Texas
$126K +$22.7K +550 +22%
Bank of America
42
Bank of America
North Carolina
$96K +$663 +16 +0.7%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$89K +$8.93K +216 +11%
MCM
44
Manchester Capital Management
Vermont
$58K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$52K +$52K +1,268 New
PFBT
46
Parkside Financial Bank & Trust
Missouri
$47K +$247 +6 +0.5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$27K – – –
IWM
48
Integrated Wealth Management
California
$25K – – –
JGIA
49
Jackson Grant Investment Advisers
Connecticut
$22K +$168 +4 +0.8%
VIA
50
Vantage Investment Advisors
Pennsylvania
$22K +$7.59K +180 +53%
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