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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

117 hedge funds and large institutions have $432M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
52
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$255M
2
GIA
GHP Investment Advisors
Colorado
+$5.35M
3
AA
Advisory Alpha
Michigan
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.09M
5
ML
McAdam LLC
Pennsylvania
+$988K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.4M
3
TW
Transform Wealth
Colorado
-$2.99M
4
HH
Hilltop Holdings
Texas
-$2.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
26
Opes Advisors
California
$1.97M +$56.6K +1,087 +3%
VAS
27
Valicenti Advisory Services
New York
$1.96M +$94.9K +1,824 +5%
WWM
28
Windsor Wealth Management
Indiana
$1.91M +$40.4K +777 +2%
LPL Financial
29
LPL Financial
California
$1.81M +$134K +2,568 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.77M +$119K +2,312 +7%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$1.64M -$538K -10,332 -25%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.43M -$165K -3,171 -10%
Ameriprise
33
Ameriprise
Minnesota
$1.41M -$114K -2,198 -8%
CCM
34
Condor Capital Management
New Jersey
$1.37M +$64.4K +1,238 +5%
AP
35
Appleton Partners
Massachusetts
$1.27M -$566K -10,870 -31%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.26M -$27.1K -520 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.26M +$29.6K +568 +2%
PWM
38
Paulson Wealth Management
Illinois
$1.22M -$15.4K -296 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.19M -$3.4M -65,373 -74%
RFA
40
Reilly Financial Advisors
California
$1.05M +$57.3K +1,102 +6%
CMP
41
Courage Miller Partners
Virginia
$1.03M +$9.57K +184 +0.9%
WI
42
WrapManager Inc
California
$897K +$65.3K +1,255 +8%
CA
43
Cetera Advisors
Colorado
$859K -$408K -7,784 -32%
CWS
44
Cypress Wealth Services
California
$806K -$29.7K -570 -4%
AA
45
Alesco Advisors
New York
$784K +$40.3K +775 +5%
Mariner
46
Mariner
Kansas
$721K -$23.4K -450 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$672K +$86.1K +1,654 +15%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$670K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$604K -$58.4K -1,122 -9%
AG
50
Advisor Group
Arizona
$604K +$82.9K +1,593 +16%
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