We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

78 hedge funds and large institutions have $120M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

15% more funds holding

Funds holding: 6878 (+10)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28.32% less ownership

Funds ownership: 92.16%63.84% (-28%)

29% less capital invested

Capital invested by funds: $168M → $120M (-$48.7M)

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
16
Increased
31
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Pinnacle Family Advisors
Missouri
$1.54M +$669K +13,906 +77%
ADL
27
Asset Dedication LLC
California
$1.5M -$32K -666 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.42M +$28.5K +592 +2%
Cerity Partners
29
Cerity Partners
New York
$1.41M +$1.41M +29,250 New
FNT
30
First National Trust
Pennsylvania
$1.13M +$1.13M +23,514 New
AA
31
Advisory Alpha
Michigan
$1.12M +$1.12M +23,266 New
CCM
32
Condor Capital Management
New Jersey
$1.07M -$8.85K -184 -0.8%
VFA
33
Voya Financial Advisors
Connecticut
$1.02M -$61.9K -1,286 -6%
CA
34
Cetera Advisors
Colorado
$946K +$69.3K +1,440 +8%
IWMPD
35
Integrated Wealth Management (Palm Desert)
California
$943K +$193K +4,020 +26%
CMP
36
Courage Miller Partners
Virginia
$908K -$93.4K -1,942 -9%
SEIA
37
Signature Estate & Investment Advisors
California
$853K +$10.4K +216 +1%
JIC
38
Johnson Investment Counsel
Ohio
$619K +$619K +12,864 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$551K +$68.6K +1,426 +14%
AA
40
Alesco Advisors
New York
$518K +$164K +3,410 +46%
FIM
41
Freedom Investment Management
Connecticut
$509K +$16K +332 +3%
PFA
42
Pure Financial Advisors
California
$492K +$92.6K +1,926 +23%
AIA
43
Allegis Investment Advisors
Idaho
$468K +$89.8K +1,866 +24%
ASN
44
Advisory Services Network
Georgia
$445K +$445K +9,246 New
BWA
45
Burt Wealth Advisors
Maryland
$436K -$26.7K -556 -6%
CCM
46
Canal Capital Management
Virginia
$433K +$433K +8,994 New
AG
47
Advisor Group
Arizona
$410K -$10.7M -222,912 -96%
IA
48
IFP Advisors
Florida
$407K +$136K +2,826 +50%
PAG
49
Private Advisor Group
New Jersey
$402K +$81.9K +1,702 +25%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$401K -$415K -8,626 -51%

MDYV Hedge Fund Activity: Q1 2017 in Review

78 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q1 2017, worth a combined $120M — down 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MDYV positions and 4 closed out — a net gain of 12 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.55M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $46.1M sold.

  • 78 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q1 2017, up from 68 in Q4 2016.
  • Funds reported $120M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q1 2017, down 29% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q1 2017 and 4 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $3.55M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q1 2017 was Financial Management Professionals, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2017.