MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$3.34M +$706K +15,909 +27%
FIM
27
Freedom Investment Management
Connecticut
$3.32M +$861K +19,416 +35%
Ameriprise
28
Ameriprise
Minnesota
$3.16M +$2.04M +45,905 +182%
DSA
29
Droms Strauss Advisors
Missouri
$3.05M +$3.05M +68,756 New
Wells Fargo
30
Wells Fargo
California
$3.01M +$2.54M +57,294 +546%
Mariner
31
Mariner
Kansas
$2.93M +$1.95M +43,846 +197%
APP
32
Avantax Planning Partners
Iowa
$2.93M -$331K -7,467 -10%
PFA
33
Pure Financial Advisors
California
$2.9M +$1.55M +34,865 +115%
FWM
34
Foresight Wealth Management
Utah
$2.68M +$2.68M +60,471 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$2.59M +$77.3K +1,630 +3%
CIC
36
Carnegie Investment Counsel
Ohio
$2.57M +$2.57M +57,969 New
EFL
37
ERn Financial LLC
Wisconsin
$2.36M +$2.36M +53,092 New
OFG
38
Omega Financial Group
California
$2.28M +$2.28M +51,364 New
Axa
39
Axa
France
$2.05M – – –
JFA
40
JNBA Financial Advisors
Minnesota
$1.99M +$1.99M +44,816 New
VDFA
41
Vickerman & Driscoll Financial Advisors
Washington
$1.93M +$62.3K +1,403 +3%
DI
42
Diligent Investors
California
$1.74M -$94K -2,119 -5%
LPL Financial
43
LPL Financial
California
$1.72M +$132K +2,968 +8%
OA
44
Opes Advisors
California
$1.72M -$6.21K -140 -0.4%
SDWMA
45
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.7M -$55.1K -1,242 -3%
WWM
46
Windsor Wealth Management
Indiana
$1.69M +$37.4K +844 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.46M -$1.14M -25,608 -44%
CCM
48
Condor Capital Management
New Jersey
$1.34M +$73.1K +1,648 +6%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.33M -$179K -4,083 -12%
AWM
50
Avior Wealth Management
Nebraska
$1.28M +$814K +18,350 +176%
1
2
3 4 5