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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

112 hedge funds and large institutions have $185M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
15
Increased
54
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.77M
2
ACM
AlphaStar Capital Management
North Carolina
+$3.35M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
HH
Hilltop Holdings
Texas
+$2.6M
5
FNT
First National Trust
Pennsylvania
+$2.58M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$6.87M
2
OA
Opes Advisors
California
-$1.6M
3
CG
Colony Group
Massachusetts
-$960K
4
AP
Appleton Partners
Massachusetts
-$869K
5
CA
Corrado Advisors
New Jersey
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
26
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.04M -$156K -3,146 -7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.89M -$313K -6,304 -14%
OA
28
Opes Advisors
California
$1.83M -$1.6M -32,176 -47%
WWM
29
Windsor Wealth Management
Indiana
$1.79M +$17.9K +360 +1%
VAS
30
Valicenti Advisory Services
New York
$1.79M +$1.79M +35,884 New
DI
31
Diligent Investors
California
$1.78M +$328K +6,592 +23%
AP
32
Appleton Partners
Massachusetts
$1.75M -$869K -17,476 -33%
VDFA
33
Vickerman & Driscoll Financial Advisors
Washington
$1.63M +$531K +10,670 +48%
LPL Financial
34
LPL Financial
California
$1.6M +$62.5K +1,256 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.54M +$513K +10,720 +50%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.52M +$965K +19,396 +172%
Ameriprise
37
Ameriprise
Minnesota
$1.45M +$179K +3,590 +14%
SFM
38
Signet Financial Management
New Jersey
$1.35M +$881K +17,718 +189%
Stifel Financial
39
Stifel Financial
Missouri
$1.31M +$77.2K +1,546 +6%
CCM
40
Condor Capital Management
New Jersey
$1.25M +$73.2K +1,472 +6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.23M +$103K +2,072 +9%
CA
42
Cetera Advisors
Colorado
$1.2M +$372K +7,516 +45%
PWM
43
Paulson Wealth Management
Illinois
$1.19M -$16.3K -328 -1%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.17M -$24K -482 -2%
CMP
45
Courage Miller Partners
Virginia
$977K -$7.76K -156 -0.8%
RFA
46
Reilly Financial Advisors
California
$951K +$199K +4,006 +27%
CWS
47
Cypress Wealth Services
California
$799K -$49.8K -1,000 -6%
WI
48
WrapManager Inc
California
$795K +$795K +15,988 New
F
49
F3Logic
Minnesota
$725K +$725K +14,634 New
AA
50
Alesco Advisors
New York
$711K +$57.6K +1,158 +9%
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